Retirement Income Consultant

TIAA

Base: $72,800pyr - $90,000pyr; bonus: pyrticipytio...
Virtual financial planning meetings
Inbound and outbound client calls
Lifetime income solution recommendations
The role involves delivering virtual financial planning meetings to clients preparing for retirement

Job Summary

  • The role involves delivering virtual financial planning meetings to clients preparing for retirement.
  • TIAA is a market-leading retirement company with a mission to ensure a secure financial future for all.
  • The position offers a comprehensive Total Rewards package including a superior retirement program and competitive health benefits.

Matching Summary

The role involves delivering virtual financial planning meetings to clients preparing for retirement.

Salary

Base: $72,800/yr - $90,000/yr; Bonus: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards package including retirement and health offerings

Skills & Requirements

Must-have

  • Virtual financial planning meetings
  • Inbound and outbound client calls
  • Lifetime income solution recommendations
  • Client transition support
  • Pipeline management

Nice-to-have

  • Consultative communication skills
  • AI tools utilization
  • Collaborative team environment
  • Future-focused skill development

Key Requirements

  • University Degree
  • 2+ years experience required
  • Series 7 and Series 63 licenses within 120 days
  • Life and Health Insurance License (Resident State)
  • FINRA Registrations

Work Rights

Not specified

Tailored Resume

Cover Letter