TRAC Support Specialist

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.

• 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.)

• University (Degree) Preferred

• No Experience Required

• SRC Indicator:
  Series 6 or 7;
  Series 63

• Life and Health Insurance License (Multi-state) - Multiple Issuers required within 120 Days

• Physical Requirements:
  
  Sedentary Work

5IC

Preferred licenses and experience:

• SRC Indicator:
  Series 6 or 7;
  Series 63
• 2+ years of experience in financial services

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

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Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative…