Retirement Income Consultant
Core
Recommend and implement retirement income solutions and lifetime income options for clients preparing for retirement.
Role type
Retirement Income Consultant (Financial Advisor)
Builds
Lifetime income applications and retirement income strategies
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Retirement Planning, Financial Markets Impact, Client Relationship Management, Negotiation, Problem Solving, Business Acumen, Selling, Commercial Mindset
Preferred skills
Business Development, Accountability, Communication, Inspires Others, Relationship Management
Technologies
TIAA investment products, income oriented advice tools, distribution and lifetime income options
Responsibilities
Deliver virtual financial planning meetings for clients preparing for retirement; take inbound calls for advice on retirement income products; 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