Inside Sales

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

Physical Requirements

Sedentary Work

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*
• 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