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.

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 adv...