Third-Party Relationship Management
Enables Third-party Advisors, plan consultants, and plan sponsors to provide objective and comprehensive advice across the full financial spectrum of TIAA solutions aligned with their clients' long-term interests. This role focuses on investment product sales policy and strategy implementation for short-term results (1 year or less), requiring an understanding of clients' unique financial objectives through the client engagement model.
Responsibilities
- Coaches and motivates advisors to exceed forecasts for meeting the comprehensive needs of clients.
- Educates advisors on distribution of comprehensive or total solutions within the client engagement model.
- Adopts an integrated approach through the client engagement model to address advisor skill set depth and readiness to execute within an integrated advice model.
- Drives adoption of integrated approach across the full financial spectrum of products aligned to meet the client’s long-term interests.
- Ensures consistent messaging of TIAA value proposition and implementation of integrated solutions.
- Identifies and prospects key distribution partnerships like Third-party Advisors, plan consultants, and plan sponsors.
- Organizes and hosts client/firm events where appropriate.
- Travels approximately 50% of the time.
Requirements
- 5+ years of sales and/or relationship management experience (7+ years preferred).
- FINRA Registrations: Series 7, Series 63, Series 65, Series 66.
- Life and Health Insurance License (Resident State) – Multiple Issuers required.
- University degree preferred.
- Sedentary work environment.
Skills
- Accountability
- Analytical Skills
- Business Development
- Collaboration
- Consultative Communication
- Customer Engagement
- Practice Management Strategy
- Prioritizes Effectively
- Relationship Management
- Sales
- Stakeholder Engagement
- Story Telling
- Strategic Thinking
Pay
Base Pay Range: $124,000/yr - $174,000/yr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. The competitive compensation package may also include participation in an incentive program linked to performance.
Benefits
The organization offers a comprehensive Total Rewards package designed to support associates' physical, emotional, and financial well-being. Benefits include a superior retirement program, highly competitive health and wellness offerings, and work-life balance initiatives.