Associate Retirement Income Consultant

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From TIAA’s original posting

Associate Retirement Income Consultant (ARIC) The Associate Retirement Income Consultant (ARIC) provides retirement education and advice to the organization's clients and prospects. The ARIC educates and helps individuals navigate TIAA’s retirement income options and, where appropriate, provides advice related to qualified and non-qualified product and investment needs. The typical consultant spends most of their time fielding inbound calls and the remainder of their time completing follow-up activities with clients, prospects, and internal partners. The role is responsible for assisting clients implement diversified retirement income solutions, immediate annuity application case management, applicable retirement plan investment advice, referral generation, and other goals that ensure a good client experience. In addition to their sales responsibilities, the consultant performs many of the administrative functions related to following up and closing both education and growth-related lifetime income annuity opportunities. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties • Take inbound calls from clients and prospects • Make prospecting…