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About the role
Key responsibilities & impact- Take inbound calls from clients and prospects
- Conduct prospecting and follow-up outreach
- Provide product and investment education
- Implement appropriate retirement income solutions
- Identify qualified referral opportunities for internal business partners
- Support clients through the lifetime income application process
- Develop and maintain a pipeline of sales opportunities
- Resolve not-in-good-order cases and other account-opening barriers
- Maintain records of customer interactions
- Communicate timely with relevant business partners
- Manage immediate annuity application cases and administrative follow-up activities
Requirements
What you’ll need- 2+ years of work experience required
- University degree preferred
- Series 7 registration
- Series 63 registration
- Life and Health Insurance License (Resident State) required within 120 days
- All licenses must be obtained within 120 days from start date
- Understanding of TIAA retirement plan and individual products
- Knowledge of retirement planning and income replacement options
- Knowledge of account opening requirements and processes
- Physical ability to perform sedentary work
Benefits
Comp & perks- Comprehensive Total Rewards package
- Superior retirement program
- Competitive health, wellness, and work life offerings
- Learning experiences and development pathways
- Future-focused skills and AI tools
- Performance-linked incentive programs, depending on the role