TRAC Sales Support
TRAC Sales Support
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Job Description
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 oncampus 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 followup 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 followup on money movement activities
- Monitor documentation quality and source insights to inform coaching activities
- Leverage past performance to prioritize support for oncampus events (e.g. Counseling Benefit Fairs and Presentations); as needed attend oncampus events
- Coordinate completion of all activities associated with moving new hires into production
- Provide logistical support for oncampus events (i.e. presentation materials Marketing kits and giveaways documentation attendance tracking etc.)
- University (Degree) Preferred
- No Experience Required
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Physical Requirements: Sedentary Work
Career Level
5IC
Related SkillsClient Financial Planning Client Relationship Management Consultative Communication Due Diligence Financial Markets Market/Industry Dynamics Practice Management Strategy Retirement Planning Selling Sales TIAA Products/Services Acumen Wealth Management
Anticipated Posting End Date:
Base Pay Range: $31.25/hr $40.86/hrActual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
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.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800)
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Employment Type
Hourly
