TIAA Mass Market Internal Advisor Consultant in Charlotte, North Carolina
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information about the firm please visit our website at www.Nuveen.com
The Mass Market IAC proactively builds business partnerships with advisors in a defined geographic territory through close collaboration with our Marketing and Data & Digital teams. The Mass Market IAC is responsible for meeting daily outbound call goals, email correspondences and follow ups from our digital leads. In this role, the IAC stays current with portfolio & industry developments and masters all Nuveen Investments' product and service solutions.
Key Responsibilities and Duties
Proactively make outbound calls, email and engage in web conferences with existing clients and prospects to market, educate and promote Nuveen solutions
Effectively profile advisors and have a good understanding of the sales process including building relationships and closing business
Work closely with marketing and data and digital teams to follow up on leads including pipeline management
Maintain inbound call servicing capabilities when not making outbound calls
- University (Degree) Preferred
- No Experience Required
- SRC Indicator: ; Series 7 and 66 within 90 days of hire
- Physical Requirements: Sedentary Work
Experience in the Financial Services industry
FINRA Series 7 & 66 (or combination of 63 & 65); can be obtained within 90 days of hire
A strong combination of sales and analytical skills
Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios.
Excellent communication skills, both written and verbal.
Ability to profile clients.
Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of information
Potential Salary: $50,000.00 USD
Actual 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, non-annual sales incentive plans, or other non-annual incentive plans).
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s 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 well-being. To learn more about your benefits, please review our Benefits Summary (https://www.tiaa.org/public/pdf/benefits-at-a-glance.pdf) .
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here (https://www.dol.gov/general/topics/posters) .
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) 842-2755
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.