Advisor RelationshipsThe Investment Product Wholesaler enables our Third-party Advisors, plan consultants and plan sponsors to provide objective and comprehensive advice across the full financial spectrum of TIAA solutions aligned with their clients' long-term interests. This job is responsible for investment product sales policy and strategy implementation for short-term results (1 year or less). This job requires an understanding of clients' unique financial objectives as identified through the client engagement model. Through one-on-one coaching with advisors, group presentations, field education, as well as collaborative interaction with clients, this job delivers comprehensive financial solutions.
Key Responsibilities and Duties- Coaches and motivates advisors to exceed the forecasts for meeting the comprehensive needs of clients.
- Educates advisors on distribution of comprehensive or total solutions within the client engagement model.
- Adopts an integrated approach through the client engagement model.
- Addresses advisor skill set depth and readiness to execute within an integrated advice model.
- Drives adoption of integrated approach across the full financial spectrum of products aligned to meet the client's long-term interests.
- Ensures consistent messaging of TIAA value prop and implementation of integrated solutions.
- Identifies and prospects key distribution partnerships like Third-party Advisors, plan consultants and plan sponsors.
- Organizes and hosts client/firm events where appropriate.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
FINRA Registrations- SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications- Life and Health Insurance License (Resident State) - Multiple Issuers required
Physical Requirements- Physical Requirements: Sedentary Work
Career Level 9IC
Required:- 5 + years of sales and/or relationship management experience
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) - Multiple Issuers required
- Travel around 50% of the time
Preferred:- 7 + years of sales and/or relationship management experience
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- University Degree
Related Skills
Accountability, Analytical Skills, Business Development, Collaboration, Consultative Communication, Customer Engagement, Practice Management Strategy, Prioritizes Effectively, Relationship Management, Sales, Stakeholder Engagement, Story Telling, Strategic Thinking
Anticipated Posting End Date:2026-08-25
Base Pay Range: $124,000/yr - $174,000/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).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
