Internal Sales Associate: Retirement Plans & Advisors

TIAA; Charlotte (NC); On-site; USD 78,000 - 109,000; Full time

Job summary

Nuveen Retirement Investing (NRI) seeks a DCIO Specialist within Nuveen to partner with external sales, engage retirement plan advisors, and drive growth in retirement assets. The role requires strong prospecting, CRM discipline (Salesforce), and collaboration with the NRI team to execute territory plans.

Financial licenses and university degree are preferred. Success requires a career-driven mindset, ability to travel occasionally, and a focus on performance in a dynamic investment products

Qualifications

• 2+ years of internal sales or supporting external wholesalers with DC retirement products.
• FINRA Series 7 and Series 63 required/preferred.

Responsibilities

• Partner with external sales to grow Nuveen retirement assets in a defined territory.
• Engage with retirement plan advisors and wholesalers to prospect and close opportunities.

Skills

Internal sales

Wholesaler support

FINRA Series 7

FINRA Series 63

Education

University degree preferred

Tools

Salesforce

Job description

Nuveen Retirement Investing (NRI) seeks a DCIO Specialist within Nuveen to partner with external sales, engage retirement plan advisors, and drive growth in retirement assets. The role requires strong prospecting, CRM discipline (Salesforce), and collaboration with the NRI team to execute territory plans.

Financial licenses and university degree are preferred. Success requires a career-driven mindset, ability to travel occasionally, and a focus on performance in a dynamic investment products