Retirement Income Consultant
- Type:
- Full Time
- Location(s):
- 8500 Andrew Carnegie Boulevard, Charlotte, NC 28262, United States
- Date Posted:
- Salary:
- Base Pay Range: $72,800/yr - $90,000/yr
- Job Posting End Date:
- 2025-08-29-07:00
- Job ID:
- R250800100
The Retirement Income Consultant works directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. Under general supervision, this job support clients by incorporating the organization's suite of income oriented advice and education tools in addition to utilizing the organization's broad suite of distribution and lifetime income options. All licenses must be obtained within 120 days from start date.
Key Responsibilities and Duties
- Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio
- Takes inbound calls from clients seeking advice and education on the use of TIAA’s investment products for retirement income
- Makes outbound calls to clients to follow-up on referrals from the organization's business partners where retirement income education and advice are identified as client needs.
- Recommends a variety of lifetime income solutions utilizing the organization's suite of income oriented tools.
- Ensures a smooth client transition into retirement by supporting the client through the lifetime income application process.
- Assesses the complexities of the client and determines the right tools and solutions that fit their needs.
- Maintain effective schedule and pipeline management
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
- Physical Requirements: Sedentary Work
Career Level
6IC
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.
To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Read more about your rights and view government notices here.