Inside Sales position at HP engaging with clients and executing efficient sales strategies, achieving sales targets and maintaining customer relationships.
About the role
- NRI Internal Sales Associate at Nuveen, collaborating with external sales teams to drive asset growth in retirement products. Engaging with retirement plan advisors and wholesalers in a high-impact role.
Responsibilities
- Partner with NRI external sales team to drive NRI asset growth within a defined sales territory
- Proactively engage with retirement plan advisors, consultants, and 401k recordkeeping wholesalers to best serve their clients’ goals
- Apply discipline to gather & maintain high quality, accurate CRM (Salesforce) prospect/ client pipeline data
- Coordinate with NRI external sales team to prepare for client meetings & promptly follow through on post meeting activities
- Support NRI external sales team to develop, refine, and execute sales territory plans
- Stay sharp on industry trends, competitor positioning, market flows & relevant developments to identify new opportunities
- Collaborate with NRI Internal Sales Associates, Internal Sales Desk Manager, and broader NRI team to share best practices
Requirements
- 2+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
- FINRA Series 7 and Series 63*
- 5+ years experience in internal sales, or supporting external wholesaler, or related domains which make you keenly familiar with target date funds & DC retirement investment products
- State & non-resident Life & Health insurance license*
- Strong understanding & able to confidently discuss markets, products & performance, portfolio construction
- Strong presentation skills – Excellent verbal & written communication
- Accountable, resilient, goal oriented with strong track record to independently execute, balanced with team-first mindset
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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