TRAC Support Specialist

## TRAC Support Specialist Apply remote type:
Hybrid Flex locations:
3965 Dallas Parkway Frisco, TX 75034:
Charlotte, NC, USAtime type:
Full time posted on:
Posted Yesterday time left to apply:
End Date:
August 18, 2026 (4 days left to apply) job requisition :
R
** TRAC Sales Support
** TRAC 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, etc.)
** 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
**
* Physical Requirements:

Sedentary Work
** Career Level
** 5

ICRelated 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 (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).