Growth-Oriented Institutional Retirement Sales Director

TIAA; Waco (TX); On-site; USD 100,000 - 157,000; Full time

Job summary

TIAA is seeking an Institutional Sales Director – Growth Market to drive retirement plan sales across nonprofit sectors. The role combines direct and intermediary distribution, managing a large pipeline and achieving aggressive growth targets.

The position requires extensive travel within the U.S., strong relationship management with consultants and RIAs, and proven ability to close complex retirement plan opportunities.

Qualifications

• University degree preferred.
• Experience in institutional retirement plan sales and nonprofit markets is a plus.
• Familiarity with FINRA registrations (Series 6/7; Series 63) and Life Insurance licenses is expected.

Responsibilities

• Develop annual territory growth plan and build a significant pipeline of qualified opportunities.
• Achieve asset production and sales goals within nonprofit market segments.
• Present value proposition to sponsors and intermediaries; lead proposal development and negotiations.
• Coordinate pricing, approvals, and implementation with internal partners; manage RFPs and finalist presentations.
• Travel frequently across designated regions to support business development and growth.

Skills

Business Acumen

Business Development

Commercial Mindset

Consultative Communication

Customer Insights

Deals Strategy

Influence

Market Dynamics

Negotiation

Practice Management

Sales

Sales Planning

Storytelling

Education

University (Degree) Preferred

Job description

TIAA is seeking an Institutional Sales Director – Growth Market to drive retirement plan sales across nonprofit sectors. The role combines direct and intermediary distribution, managing a large pipeline and achieving aggressive growth targets.

The position requires extensive travel within the U.S., strong relationship management with consultants and RIAs, and proven ability to close complex retirement plan opportunities.