Third-Party Relationship Management
About the role
The Investment Product Wholesaler 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 is responsible for investment product sales policy and strategy implementation for short-term results (1 year or less). The position requires an understanding of clients' unique financial objectives as identified through the client engagement model.
Through one-on-one coaching with advisors, group presentations, field education, and collaborative interaction with clients, this role delivers comprehensive financial solutions.
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.
- Addresses advisor skill set depth and readiness to execute within an integrated advice model.
- Drives adoption of an integrated approach across the full financial spectrum of products aligned to meet the client’s long-term interests.
- Ensures consistent messaging of TIAA’s 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.
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.
- Travel around 50% of the time.
- 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
- Storytelling
- 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 include participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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, wellness, and work-life offerings.