TIAA

Internal Sales Associate

TIAA

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • North Carolina • United States

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Salary

💰 $60,000 - $90,000 per year

About the role

  • 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

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