TRAC Support Specialist

TIAA; Dallas (TX); On-site; USD 46,838 - 67,502; Full time

Job summary

TIAA is seeking a TRAC Sales Support Specialist to assist the Retirement and Consulting teams with pipeline management, proactive outreaches, money movement, and onboarding for new hires. You will analyze reports to prioritize activities, schedule participant meetings, and provide service support related to meetings and money movement, including on‑campus events.

Educational requirements include a university degree; no prior experience required.

Qualifications

• University degree preferred.
• No experience required.
• Life and Health Insurance license (multi-state) required within 120 days.

Responsibilities

• Assess pipeline quality in relation to role targets and recommend top areas of focus to drive performance
• Proactively contact participants to schedule appointments and follow‑up on money movement activities
• Monitor documentation quality and source insights to inform coaching activities
• Leverage past performance to prioritize support for on‑campus events; attend on‑campus events as needed
• Coordinate completion of all activities associated with moving new hires into production
• Provide logistical support for on‑campus events (materials, marketing kits, attendance tracking)

Skills

Pipeline management

Proactive outreach

Money movement

Documentation quality

On-campus events

Coaching/mentoring

Communication

Client relationship

Business acumen

Negotiation

Retirement planning

Scheduling meetings

Education

Bachelor's degree

Job description

TRAC Sales Support

TRAC Sales Support Specialists act as an extension of the TIAA Retirement and Consulting teams by providing support in the areas of pipeline management, proactive outreaches, money movement, documentation quality, on‑campus events, and onboarding for new hires. Key responsibilities include the use of reports and completion of analysis to inform the prioritization, planning and execution of participant follow‑up and coaching activities. This role will also be responsible for conducting participant outreaches and providing service support to participants around topics related to the scheduling of meetings and money movement activities.

Key Responsibilities And Duties

• Assess pipeline quality in relation to role targets and recommend top areas of focus to drive performance
• Proactively contact participants to schedule appointments and follow‑up on money movement activities
• Monitor documentation quality and source insights to inform coaching activities
• Leverage past performance to prioritize support for on‑campus events (e.g., Counseling, Benefit Fairs, and Presentations); as needed, attend on‑campus events
• Coordinate completion of all activities associated with moving new hires into production
• Provide logistical support for on‑campus events (i.e., presentation materials, marketing kits and giveaways, documentation, attendance tracking)

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

FINRA Registrations

• SRC Indicator: Series 6 or 7; Series 63

Licenses and Certifications

• Life and Health Insurance License (Multi–state) – Multiple Issuers required within 120 Days

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

5IC

Related Skills

• Accountability
• Business Acumen
• Business Development
• Client Relationship Management
• Commercial Mindset
• Communication
• Financial Markets Impact
• Inspires Others
• Negotiation
• Problem Solving
• Relationship Management
• Retirement Planning Selling

Anticipated Posting End Date

2026-09-25

Base Pay Range

$34.09/hr – $48.56/hr

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Drug and Smoking Policy

TIAA maintains a drug‑free and smoke‑free workplace.