Inside Sales
TIAA
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • Illinois • New York • United States
Visit company websiteExplore more
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
- Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices
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*
- 5+ 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
- State & non-resident Life & Health insurance license*
- Strong understanding & able to confidently discuss markets, products & performance, portfolio construction
- Strong presentation skills – Excellent verbal & written communication
- Accountable, resilient, goal oriented with strong track record to independently execute, balanced with team-first mindset
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
internal salesexternal wholesaler supporttarget date fundsDC retirement investment productsportfolio construction
Soft Skills
presentation skillsverbal communicationwritten communicationaccountabilityresiliencegoal orientationteam collaboration
Certifications
FINRA Series 7FINRA Series 63Life insurance licenseHealth insurance license