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About the role
Key responsibilities & impact- Provide retirement education and advice to TIAA clients and prospects
- Field inbound calls from clients and prospects
- Conduct prospecting and follow-up outreach
- Provide product and investment education and implement appropriate retirement income solutions
- Manage immediate annuity application cases and support lifetime income application processes
- Identify and generate qualified referrals to internal business partners
- Help clients transition smoothly into retirement
- Develop and maintain a sales-opportunity pipeline through account opening and funding
- Resolve not-in-good-order cases and other barriers to establishing accounts
- Maintain records of customer interactions, inquiries, complaints, and actions taken
- Communicate timely updates to relevant business partners
- Perform administrative follow-up and closing activities for education and growth-related lifetime income annuity opportunities
Requirements
What you’ll need- 2+ years of work experience required; 3+ years preferred
- Series 7 and Series 63 FINRA registrations
- Life and Health Insurance License (Resident State) required within 120 days of start date
- University degree preferred
- Understanding of TIAA retirement plan and individual products
- Knowledge of retirement planning, income replacement options, and account opening requirements and processes
- Knowledge of qualified and non-qualified products and investment needs
- Ability to complete licenses within 120 days from start date
- Sedentary work physical requirements
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Learning experiences and development pathways
- AI tools and future-focused skills development
- Incentive programs linked to performance may be included, such as annual discretionary incentive programs and non-annual sales incentive plans
- Drug-free and smoke-free workplace
- Accessibility support for the online application process