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 clients and prospects. The consultant helps individuals understand TIAA’s retirement income options and, where appropriate, provides advice related to qualified and non-qualified products and investment needs. The role typically spends most of its time handling inbound calls, with the remainder devoted to follow-up activities with clients, prospects, and internal partners.

The position supports clients in implementing diversified retirement income solutions, manages immediate annuity application cases, provides applicable retirement plan investment advice, generates referrals, and completes administrative follow-up to help close education and growth-related lifetime income annuity opportunities. All required licenses must be obtained within 120 days of the start date.

Requirements

• At least 2 years of work experience required.
• Series 7 registration required.
• Series 63 registration required.
• Resident-state Life and Health Insurance License required; licenses must be obtained within 120 days from the start date.
• University degree preferred.

Nice To Haves

• 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, helping clients complete all steps to open and fund an account.
• Resolve not-in-good-order (NIGO) cases and 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.
• Perform administrative follow-up and help close education and growth-related lifetime income annuity opportunities.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Potential participation in performance-linked incentive programs, depending on the role.

What This Job Offers

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