Retirement Income Consultant

TIAA•Charlotte, NC

About The Position

Retirement Income Consultant 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. 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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger. 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. TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.

Requirements

University (Degree) Preferred
2+ Years Required; 3+ Years Preferred
FINRA Registrations SRC Indicator: Series 7; Series 63
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements: Sedentary Work
Client Financial Planning
Client Relationship Management
Consultative Communication
Due Diligence
Financial Markets
Market/Industry Dynamics
Practice Management Strategy
Retirement Planning Selling
Sales
TIAA Products/Services Acumen
Wealth Management

Responsibilities

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

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