TRAC Sales Support

TIAA•Frisco, TX

5d•Onsite

About The Position

TRAC Sales Support Specialists act as an extension of the TIAA Retirement and Consulting teams by providing support in the areas of pipeline management, proactive outreaches, money movement, documentation quality, on-campus events, and onboarding for new hires. Key responsibilities include the use of reports and completion of analysis to inform the prioritization, planning and execution of participant follow-up and coaching activities. This role will also be responsible for conducting participant outreaches and providing service support to participants around topics related to the scheduling of meetings and money movement activities.

Requirements

University (Degree) Preferred
No Experience Required
SRC Indicator: Series 7; Series 63 Licenses and Certifications
Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days
Physical Requirements: Sedentary Work
Career Level 5IC

Nice To Haves

Prior Institutional Retirement experience
Highly organized with attention to detail
Proactive and willing to learn
Flexible, a team player
Responsive and able to manage competing priorities

Responsibilities

Assess pipeline quality in relation to role targets and recommend top areas of focus to drive performance
Proactively contact participants to schedule appointments and follow-up on money movement activities
Monitor documentation quality and source insights to inform coaching activities
Leverage past performance to prioritize support for on-campus events (e.g., Counseling, Benefit Fairs, and Presentations); as needed, attend on-campus events
Coordinate completion of all activities associated with moving new hires into production
Provide logistical support for on-campus events (i.e., presentation materials, Marketing kits and giveaways, documentation, attendance tracking, etc.)