- Educates and coaches client-facing Retirement Solutions associates on TIAA’s core products
- Prioritizes the distribution of comprehensive total solutions
- Owns assigned client-facing Retirement Solutions Associates team’s solutions forecast
- Coaches and motivates client-facing Retirement Solutions Associates to surpass integrated solutions goals
- Actively involved in case preparation, client meetings, proficiency calls, and education
- Ensures the emergence of suitable client solutions by driving adoption across various products
- Provides input and feedback for product development and distribution
- Drives results through strategic engagement by partnering with leadership and relevant stakeholders
- Builds and maintains close relationships with client-facing Retirement Solutions associates
Requirements
- 5+ Years Required; 7+ Years Preferred
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State)
- Demonstrated track record of success
- Strong presentation skills
- Ability to develop strategic plans
- Ability to perform ~ 15% travel
- Experience leading a team/coaching/training
Soft Skills
- coaching
- motivating
- presentation skills
- strategic planning
- relationship building
Certifications & Qualifications
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
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