About this role
Role Overview
- Delivers virtual financial planning meetings with clients preparing for retirement
- Takes inbound calls from clients seeking advice and education on the use of TIAA’s investment products
- Makes outbound calls to clients to follow-up on referrals
- Recommends a variety of lifetime income solutions
- Ensures a smooth client transition into retirement
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings