Retirement Consultant

Retirement Consultant at Insight Global Retirement Consultant at Insight Global in Charlotte, North Carolina Posted in 1 day ago.

Type:

full-time

Job Description:

Position:

Retirement Income Consultant Location:

Charlotte, NC (hybrid)

Length:

Full time

Rate:

$70,000-$80,000/yr (base) + 30% annual bonus (based on personal performance) (Exact compensation may vary based on several factors, including skills, experience, and education) Insight Global is seeking a Retirement Income Consultant to work directly with clients to recommend and implement a variety of retirement income solutions designed to meet their needs. Under general supervision, this job support clients by incorporating the organization's suite of income oriented advice and education tools in addition to utilizing the organization's broad suite of distribution and lifetime income options. All licenses must be obtained within 120 days from start date. Key Responsibilities and Duties Delivers virtual financial planning meetings with clients preparing for retirement and seeking assistance on how to take income from their investment portfolio Takes inbound calls from clients seeking advice and education on the use of TIAA's investment products for retirement income Makes outbound calls to clients to follow-up on referrals from the organization's business partners where retirement income education and advice are identified as client needs. Recommends a variety of lifetime income solutions utilizing the organization's suite of income oriented tools. Ensures a smooth client transition into retirement by supporting the client through the lifetime income application process. Assesses the complexities of the client and determines the right tools and solutions that fit their needs. Maintain effective schedule and pipeline management Work Experience 2+ Years Retirement experience; 3+

Years Preferred FINRA Registrations SRC Indicator:

Series 7; Series 63 Licenses and Certifications Life and Health Insurance License (Resident State) Educational Requirements University (Degree) Preferred