Retirement Income Consultant

Overview 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 supports 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 the start date. Key Responsibilities and Duties 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. Maintains effective schedule and pipeline management. Educational Requirements University (Degree) Preferred Work Experience 2+ Years Required; 3+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) – Multiple issuers required within 120 days Physical Requirements Sedentary work Career Level 6IC Related Skills Accountability Business Acumen Business Development Client Relationship Management Commercial Mindset Communication Financial Markets Impact Inspires Others Negotiation Problem Solving Relationship Management Retirement Planning Selling Compensation Base Pay Range: $72,800/yr – $90,000/yr. Actual base salary may vary based on relevant experience, time in role, internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include incentive programs linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Anticipated Posting End Date 2026-06-26 Benefits 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. Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is available on our careers home page, and you can read more about your rights and view government notices here. #J-18808-Ljbffr TIAA