Retirement Investing Internal Sales Associate

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

Job summary

Nuveen Retirement Investing (NRI) is seeking a self-motivated NRI Internal Sales Associate to partner with the external sales team and grow retirement product opportunities with advisors and wholesalers in the Charlotte area.

You will maintain a high-quality Salesforce CRM pipeline, prepare for client meetings, support territory planning, and stay abreast of market trends. 5+ years in internal sales and FINRA Series 7 & 63 are preferred; travel may be required.

Qualifications

• 5+ years experience in internal sales, or supporting external wholesaler.
• State & non-resident Life & Health insurance license.
• Strong understanding of markets, products & performance.
• Excellent verbal & written communication.
• Accountable, resilient, goal oriented with team mindset.
• Potential for occasional travel.

Responsibilities

• Partner with NRI external sales team to drive asset growth within a defined sales territory.
• Proactively engage with retirement plan advisors, consultants, and wholesalers to grow opportunities.
• Apply discipline to gather & maintain high quality CRM (Salesforce) data.
• Prepare for client meetings & follow through on post meeting activities.
• Support sales territory planning and stay updated on market trends.

Skills

Internal sales

Client relationship management

Market research

Presentation skills

Education

FINRA Series 7

FINRA Series 63

Life & Health Insurance License

Tools

Salesforce CRM

Job description

Nuveen Retirement Investing (NRI) is seeking a self-motivated NRI Internal Sales Associate to partner with the external sales team and grow retirement product opportunities with advisors and wholesalers in the Charlotte area.

You will maintain a high-quality Salesforce CRM pipeline, prepare for client meetings, support territory planning, and stay abreast of market trends. 5+ years in internal sales and FINRA Series 7 & 63 are preferred; travel may be required.