TRAC Sales Support-1

TRAC Sales Support 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.

Key Responsibilities and Duties

• 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)

Educational Requirements

• University (Degree) Preferred

Work Experience

• No Experience Required

FINRA Registrations

• SRC Indicator: Series 6 or 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

Related Skills

• Accountability
• Business Acumen
• Business Development
• Client Relationship Management
• Commercial Mindset
• Communication
• Financial Markets Impact
• Inspires Others
• Negotiation
• Problem Solving
• Relationship Management
• Retirement Planning Selling

Anticipated Posting End Date

Base Pay Range

$34.09/hr - $48.56/hr. 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.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

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