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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates foundational understanding of Defined Contribution plans and insurance product features while effectively conducting quantitative and qualitative analysis. Proficient in developing and editing marketing documents, pitch decks, and maintaining Request for Proposal responses.
Highest-signal resume keywords
Life And Health Insurance LicenseQuantitative And Qualitative AnalysisMarketing Document DevelopmentPerformance Metrics CompilationDefined Contribution Plans Understanding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quantitative AnalysisQualitative AnalysisPerformance Metrics CompilationMarketing Document DevelopmentPitch Deck Creation
Soft Skills
AdaptabilityAnalytical SkillsCritical ThinkingCustomer EngagementProblem Solving
Certifications & Qualifications
Life And Health Insurance License
Industry Keywords
Defined Contribution PlansInsurance Product FeaturesInvestment TheoryActuarial AssumptionsTIAA Products/Services Acumen
About the role
Key responsibilities & impact- Support the Corporate Retirement Solutions team, Client Portfolio Managers, Product Managers, and firm-wide distribution teams
- Assist Client Portfolio Managers and team members with new business development, sales enablement, and ongoing client support
- Participate in new product development and new client opportunity initiatives for lifetime income and related offerings
- Provide behind-the-scenes support to Client Portfolio Managers, Product Managers, and distribution personnel
- Conduct research and quantitative and qualitative analysis to report product performance
- Build internal presentation and analysis materials
- Maintain data and statistics for marketing documents and demonstrations of value
- Handle recurring tasks and coordinate relevant artifacts
- Help develop, review, and edit marketing documents, including pitch decks
- Maintain Request for Proposal responses and respond to industry surveys
- Compile performance metrics and operational data for management review
- Address general inquiries from internal partners, clients, prospects, and intermediaries, or support senior associates in doing so
Requirements
What you’ll need- No experience required
- University degree preferred
- Life and Health Insurance License (Resident State) required within 120 days
- 1–2 years of related experience and/or relevant coursework or internship experience preferred
- Foundational understanding of Defined Contribution plans, insurance product features, investment theory, and actuarial assumptions
- Ability to perform quantitative and qualitative analysis
- Ability to develop, review, and edit marketing documents and pitch decks
- Ability to maintain Request for Proposal responses and respond to industry surveys
- Ability to compile performance metrics and operational data
- Related skills include adaptability, analytical skills, critical thinking, customer engagement, data-based decision making, go-to-market, influence, innovation, market/industry dynamics, problem solving, product design, product development, product management, product requirements, relationship management, and TIAA products/services acumen
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Financial well-being support
- Learning experiences and development pathways
- Future-focused skills and AI tools
- Incentive program linked to performance may be available, including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans
- Drug-free and smoke-free workplace
- Accessibility support and reasonable accommodation for the application process