Retirement Income Consultant
Core
Recommend and implement retirement income solutions for clients preparing for retirement, utilizing a suite of income-oriented advice and education tools.
Role type
Retirement Income Consultant (Financial Advisor)
Builds
Lifetime income applications and client retirement transition plans
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement Planning, Financial Markets Impact, Client Relationship Management, Problem Solving, Negotiation, Business Acumen, Commercial Mindset
Preferred skills
Business Development, Selling, Inspires Others
Responsibilities
Deliver virtual financial planning meetings for clients preparing for retirement; take inbound calls for advice on investment products for retirement income; make outbound calls to follow up on referrals; recommend lifetime income solutions; support clients through the lifetime income application process; assess client complexities to determine right tools; maintain schedule and pipeline management