The Retirement Income Consultant works directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs.
Requirements
- Delivers virtual financial planning meetings with clients
- 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
- 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
- Maintain effective schedule and pipeline management
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
