Managed Accounts Investment Services Specialist

TIAA•Frisco, TX

1d•$72,400 - $105,000•Onsite

About The Position

The Internal Investment Consultant (Internal Wholesaler) is responsible for the sales and support of the Managed Account solutions (Portfolio Advisor and Private Asset Management) and Lifetime Income (Annuitization) solutions in their assigned regions. Under limited supervision, this job partners with Integrated Solutions Directors (external wholesalers) and shares similar goals and scorecard metrics.

Requirements

3 years of financial services experience
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications Life and Health Insurance License (Resident State) - Multiple Issuers preferred
Physical Requirements: Sedentary Work
3 years of financial services experience

Nice To Haves

5 Years Preferred
5+ years of financial services experience
Investment product managed accounts experience strongly preferred
Strong financial knowledge of TIAA’s investment products and services
Excellent communication skills
Flexible, a team player

Responsibilities

Provides sales support via handling incoming calls and questions from the Advisory Teams in the field.
Engages in proactive wholesaling activities including outbound calls, Director Team calls, and Regional meetings.
Drives product awareness and adoption in the field.
Supports distribution channel initiatives and finds ways to add value to their process.
Participates in pipeline management activities in partnership with the Integrated Solutions Director (ISD).
Partners with field leaders to provide sales support, team training and share best practices.
Facilitates training and drive product awareness and adoption.
May travel in assigned region to participate and present in group meetings and training sessions.