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.
• Maintain 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

• Physical Requirements: Sedentary Work