Senior Institutional Retirement Sales Director

Nuveen; Dallas (TX); On-site; USD 117,000 - 172,000; Full time

Job summary

Nuveen, a leader in retirement solutions, seeks an experienced sales professional to drive bundled institutional retirement plan services for defined contribution and related products. You will manage a dedicated territory, identify opportunities with prospects and clients, and close new business through effective presentations and negotiations.

Ideal candidates have 5+ years in institutional retirement plan or financial services sales, with FINRA licensure and a life/health insurance license or

Qualifications

• 5+ years of experience in institutional retirement plan sales or closely related field.
• FINRA Series 6/7 and Series 63 or 65/66 licenses (or ability to obtain within 90–120 days).
• State life and health insurance license (resident state) or ability to obtain within a specified timeframe.
• Proven track record of meeting/exceeding sales targets within a territory/book of business.
• Bachelor's degree in business, finance, or related field, or equivalent professional experience.

Responsibilities

• Develops sales strategy for institutional retirement plans in the assigned book of business.
• Builds internal relationships to execute the sales strategy.
• Manages an assigned sales territory and identifies opportunities with prospects/clients.
• Initiates and follows up on new business opportunities; leads meetings and closes sales.

Skills

Sales

Negotiation

Relationship Building

Strategic Planning

Presentations

Education

Bachelor's degree in business/finance

Job description

Nuveen, a leader in retirement solutions, seeks an experienced sales professional to drive bundled institutional retirement plan services for defined contribution and related products. You will manage a dedicated territory, identify opportunities with prospects and clients, and close new business through effective presentations and negotiations.

Ideal candidates have 5+ years in institutional retirement plan or financial services sales, with FINRA licensure and a life/health insurance license or