Internal Sales Associate

TIAA

Internal Sales Associate partnering with external sales team at Nuveen Retirement Investing. Driving asset growth and supporting sales initiatives with retirement plan advisors and intermediate sales.

Posted 4/15/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to best serve their clients’ goals
Apply discipline to gather & maintain high quality, accurate CRM (Salesforce) prospect/client pipeline data
Coordinate with NRI external sales team to prepare for client meetings & promptly follow through on post meeting activities
Support NRI external sales team to develop, refine, and execute sales territory plans
Stay sharp on industry trends, competitor positioning, market flows & relevant developments to identify new opportunities and adapt territory sales execution accordingly
Consistently deploy sales toolkits, advisor reports & analytics, value add programs to maximize value to prospects/clients
Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices, coach & enable continuous “leveling-up” high performance across all NRI sales territories

Requirements

What you’ll need

2+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
FINRA Series 7 and Series 63
Strong understanding & able to confidently discuss markets, products & performance, portfolio construction
Strong presentation skills
Excellent verbal & written communication skills
Accountable, resilient, goal oriented with strong track record to independently execute, balanced with team-first mindset

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

CRMSalesforcesales territory planningportfolio constructiondata analysis

Soft Skills

presentation skillsverbal communicationwritten communicationaccountabilityresiliencegoal orientationteam collaboration

Certifications

FINRA Series 7FINRA Series 63