Senior Personal Trust Sales Consultant

TIAA; Frisco (TX); On-site; USD 118,000 - 159,000; Full time

Job summary

TIAA Trust, N.A. seeks a Trust Consultant in Frisco, TX to drive growth by partnering with Wealth Management Advisors, Portfolio Managers, and Trust Administrators.

You will identify prospects, perform due diligence, and move opportunities through the acceptance process, serving as a trusted liaison with clients’ legal and tax advisors. Required 5+ years selling Personal Trust solutions and a university degree preferred.

Qualifications

• 5+ years’ experience selling Personal Trust solutions.
• Ability to prospect, manage opportunities, and move business through the trust acceptance process.

Responsibilities

• Trains internal partners on the positioning of TIAA Trust as trustee.
• Reviews the internal partner’s book of business to identify prospects.
• Conducts all due diligence, prospect, and internal partner interaction to gather required documents and move the opportunity through the acceptance process.
• Work directly with prospect’s legal and tax advisors.
• Maintains careful and accurate records of the sales and due diligence process. Adheres to all internal process and procedures.
• Acts as a key engagement point for internal partners, not just in terms of prospecting, but in terms of subject matter expertise.

Skills

Trust sales

Prospecting

Sales pipeline

Education

University (Degree) Preferred

Job description

TIAA Trust, N.A. seeks a Trust Consultant in Frisco, TX to drive growth by partnering with Wealth Management Advisors, Portfolio Managers, and Trust Administrators.

You will identify prospects, perform due diligence, and move opportunities through the acceptance process, serving as a trusted liaison with clients’ legal and tax advisors. Required 5+ years selling Personal Trust solutions and a university degree preferred.