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About the role
Key responsibilities & impact- Work with business partners to implement business plans
- Structure interactions, communications, processes, and activities to deliver business goals and increase client satisfaction
- Increase consistency and quality of TIAA service through administrative efficiency, operational transactions, and products
- Maintain client relationships and improve plan efficiencies
- Drive growth in premium and transfers-in, new account acquisition, and asset retention
- Serve clients and improve client outcomes through customer service and operational excellence
- Act as the primary administrative point of contact and advocate for assigned institutions
- Develop holistic plan management routines to identify plan efficiency opportunities
- Bring data-driven insights to integrated teams and institutional clients
- Respond to customer inquiries and manage product and service issues
- Deepen relationships with plan sponsors, HR partners, and internal support teams
- Partner with CSM I in a pooled model to manage administrative and operational activities for institutional clients
Requirements
What you’ll need- University degree preferred
- 3+ years of work experience required; 5+ years preferred
- Series 6 or 7 FINRA registration
- Series 63 FINRA registration
- Life and Health Insurance License (Resident State) - Multiple Issuers required
- Sedentary work capability
- Client relationship management, business development, retirement planning selling, negotiation, problem solving, and financial markets knowledge
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work life offerings
- Comprehensive Total Rewards package
- Financial, physical, emotional, and financial well-being support
- Learning experiences and development pathways
- Incentive program linked to performance may be available, including annual discretionary incentive programs and non-annual sales or other incentive plans
- Drug-free and smoke-free workplace
- Reasonable accommodation support for applicants with disabilities