Associate Retirement Income Consultant

TIAA • Frisco, TX

1d • $32 - $37 • Onsite

About The Position

The Associate Retirement Income Consultant (ARIC) provides retirement education and advice to the organization's clients and prospects. The consultant helps individuals navigate TIAA’s retirement income options and, where appropriate, advises on qualified and non-qualified product and investment needs. Most time is spent fielding inbound calls, with the remainder devoted to follow-up activities with clients, prospects, and internal partners. The role supports diversified retirement income solutions, immediate annuity application case management, applicable retirement plan investment advice, referral generation, and a positive client experience. The consultant also performs administrative follow-up and closing activities for education and growth-related lifetime income annuity opportunities. All required licenses must be obtained within 120 days of the start date.

TIAA describes its workplace as a collaborative in-office environment where teams work across organizational boundaries. The company provides learning experiences and development pathways and describes its total rewards package as including a retirement program and health, wellness, and work-life offerings.

Requirements

• At least 2 years of work experience required.
• FINRA Series 7 and Series 63 registrations.
• Resident-state Life and Health Insurance License from multiple issuers, required within 120 days.
• Physical requirements are sedentary work.
• Relevant skills include accountability, business acumen, business development, client relationship management, commercial mindset, communication, financial markets impact, negotiation, problem solving, relationship management, and retirement planning selling.

Nice To Haves

• University degree preferred.
• At least 3 years of work experience preferred.

Responsibilities

• Take inbound calls from clients and prospects.
• Make prospecting and follow-up outreaches to clients and prospects.
• Provide product and investment education and implement appropriate retirement income solutions.
• Identify qualified referral opportunities for appropriate internal business partners.
• Support clients through the lifetime income application process to help ensure a smooth transition into retirement.
• Maintain a solid understanding of TIAA retirement plan and individual products, retirement planning, income replacement options, and account opening requirements and processes.
• Develop and maintain a pipeline of sales opportunities to ensure clients complete all steps to open and fund an account, including resolving not-in-good-order cases or other barriers to establishing an account.
• Maintain records of customer interactions, including inquiries, complaints, and actions taken, and ensure timely communication to relevant business partners.
• Follow up on and close education and growth-related lifetime income annuity opportunities.

Benefits

• Superior retirement program.
• Health, wellness, and work-life offerings.
• Comprehensive Total Rewards package intended to support associates' physical, emotional, and financial well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level