Mass Market-Internal Advisor Consultant

Company: TIAA
Location: San Francisco
Posted on: January 23, 2025

Job Description:

The Internal Advisor Consultant proactively builds business partnerships with advisors in a defined geographic territory through close collaboration with our Marketing and Data & Digital teams. The IAC is responsible for meeting daily outbound call goals, email correspondences and follow ups from our digital leads. In this role, the IAC stays current with portfolio & industry developments and masters all Nuveen Investments' product and service solutions.Key Responsibilities and Duties

• Proactively make outbound calls, email and engage in web conferences with existing clients and prospects to market, educate and promote Nuveen solutions
• Effectively profile advisors and have a good understanding of the sales process including building relationships and closing business
• Work closely with marketing and data and digital teams to follow up on leads including pipeline management
• Maintain inbound call servicing capabilities when not making outbound callsEducational Requirements
  • University (Degree) PreferredWork Experience
    • No Experience RequiredFINRA Registrations
      • SRC Indicator: Series 7; Series 63; Series 65; Series 66; Series 7 and 63 within 90 days of hirePhysical Requirements
        • Sedentary WorkCareer Level5ICPreferred Experience
          • Experience in the Financial Services industry
          • FINRA Series 7 & 66 (or combination of 63 & 65); can be obtained within 90 days of hire
          • Bachelor's degree
          • A strong combination of sales and analytical skills
          • Significant knowledge of the financial markets, both equity and fixed income, and the ability to articulate investment discipline with a deep understanding of the process and specific portfolios.
          • Excellent communication skills, both written and verbal.
          • Ability to profile clients.
          • Excellent planning, organization and time management skills; ability to analyze and prioritize large amounts of informationAnticipated Posting End Date: 2025-01-20Base Pay Range: $41,300/yr. - $75,000/yr.Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).Company OverviewNuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Its affiliates
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Keywords: TIAA, Santa Rosa , Mass Market-Internal Advisor Consultant, Professions , San Francisco, California