Third-Party Relationship Management
About The Position
The Investment Product Wholesaler enables our 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 job is responsible for investment product sales policy and strategy implementation for short-term results (1 year or less). This job 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, as well as collaborative interaction with clients, this job delivers comprehensive financial solutions.
Requirements
- 5+ Years Required; 7+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers required
- Physical Requirements: Sedentary Work
- Career Level 9IC Required: 5 + years of sales and/or relationship management experience
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) - Multiple Issuers required
- Travel around 50% of the time
Nice To Haves
- 7 + years of sales and/or relationship management experience
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- University Degree
Responsibilities
- Coaches and motivates advisors to exceed the 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 integrated approach across the full financial spectrum of products aligned to meet the client’s long-term interests.
- Ensures consistent messaging of TIAA value prop 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.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
