TIAA

Retirement Income Consultant

TIAA(1 month ago)

HybridFull TimeMedior$72,800 - $90,000Wealth Management
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About this role

A Retirement Income Consultant at TIAA advises clients on retirement income strategies using the firm’s suite of income-oriented tools and lifetime income products. The role supports client transitions into retirement and involves virtual client meetings and outreach. Required regulatory registrations and insurance licensing must be obtained within 120 days of hire.

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Required Skills

  • Retirement Planning
  • Financial Planning
  • Client Management
  • Consultative Communication
  • Sales
  • Pipeline Management
  • Lifetime Income
  • Product Knowledge

Qualifications

  • University Degree (Preferred)
  • Series 7
  • Series 63
  • Life and Health Insurance License
TIAA

About TIAA

tiaa.org

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.

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