Inside Sales
Nuveen, a TIAA company · Boston, MA · 3 days ago
HybridBusiness Development$64k–$90k/yrFull-time
Key Responsibilities And Duties
- Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
- Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to best serve their clients’ goals – dually identifying, prospecting, nurturing to grow opportunities to position & sell Nuveen retirement products
- Coordinate with NRI external sales team to prepare for client meetings & promptly follow through on post meeting activities, including but not limited to: managing calendars & meeting invites, managing meeting logistics, coordinating meeting materials, preparing RFI/RFPs, supporting due diligence activities
- Support NRI external sales team to develop, refine, and execute sales territory plans
- Stay sharp on industry trends, competitor positioning, market flows & relevant developments to identify new opportunities and adapt territory sales execution accordingly
- Consistently deploy sales toolkits, advisor reports & analytics, value add programs to maximize value to prospects / clients
- Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices, coach & enable continuous “leveling-up” high performance across all NRI sales territories
Education Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 7
- SRC Indicator: Series 63*
Who You Are | Qualifications
- 5+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
- State & non-resident Life & Health insurance license*
- Strong understanding & able to confidently discuss markets, products & performance, portfolio construction
- Strong presentation skills – Excellent verbal & written communication
- Accountable, resilient, goal oriented with strong track record to independently execute, balanced with team-first mindset
- Potential for occasional travel
Additional Information For Posting Required Qualifications
- 2+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
- FINRA Series 7 and Series 63*