Inside Sales

TIAA

NRI Internal Sales Associate at Nuveen, collaborating with external sales teams to drive asset growth in retirement products. Engaging with retirement plan advisors and wholesalers in a high-impact role.

Posted 4/15/2026full-timeCharlotte • Illinois, New York, 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
Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices

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*
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

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings

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

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