Associate Retirement Income Consultant

TIAA

. Take inbound calls from clients and prospects .

Posted 9/28/2026full-timeUnited StatesJuniorMid-Level💰 $32 - $37 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement income solutions, investment education, and client relationship management. Proficient in navigating account-opening processes and maintaining a sales-opportunity pipeline while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Series 7 FINRA RegistrationSeries 63 FINRA RegistrationLife and Health Insurance LicenseRetirement Planning KnowledgeClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Income SolutionsInvestment EducationSales Opportunity Pipeline DevelopmentAccount-Opening Process ManagementProspecting and Follow-Up Outreach

Soft Skills

Effective CommunicationProblem ResolutionClient Support

Certifications & Qualifications

Series 7 FINRA RegistrationSeries 63 FINRA RegistrationLife and Health Insurance License

Industry Keywords

Retirement PlansIncome Replacement OptionsClient InteractionsNot-In-Good-Order CasesAccount Funding

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 sales-opportunity pipeline
Resolve not-in-good-order cases and other account-opening barriers
Maintain records of customer interactions, inquiries, complaints, and actions taken
Communicate timely with relevant business partners
Manage immediate annuity application cases and retirement plan investment advice activities
Assist clients with diversified retirement income solutions and account funding

Requirements

What you’ll need

2+ years of work experience required
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 retirement plans, individual products, retirement planning, income replacement options, and account-opening requirements and processes
Ability to obtain all required licenses within 120 days from start date
Sedentary work capability

Benefits

Comp & perks

Superior retirement program
Competitive health, wellness, and work-life offerings
Financial, physical, emotional, and financial well-being support
Learning experiences and development pathways
Incentive programs linked to performance may be available, including annual discretionary incentive programs and non-annual sales incentive plans
Hybrid Flex work arrangement