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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving retirement plan sales and market growth within the nonprofit sector, with a strong focus on territory management, pipeline development, and relationship building with intermediaries. Proficient in executing sales strategies, managing RFP processes, and achieving asset production goals.
Highest-signal resume keywords
Retirement Plan SalesIntermediary Relationship ManagementRFP DevelopmentTerritory ManagementCRM Forecasting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExecutionProposal DevelopmentNegotiationPipeline ManagementProspecting
Soft Skills
CommunicationAccountabilityCollaboration
Tools & Technologies
CRM Software
Certifications & Qualifications
Series 6 RegistrationSeries 7 RegistrationSeries 63 RegistrationLife Insurance License (Resident State)Life Insurance License (Non-Resident State)
Industry Keywords
Nonprofit MarketplaceHealthcareHigher EducationAssociationsCultural Institutions
About the role
Key responsibilities & impact- Drive new retirement plan sales and market-share growth across the nonprofit marketplace
- Originate, develop, and close retirement plan opportunities across healthcare, higher education, associations, private education, foundations, cultural institutions, research organizations, and other tax-exempt and mission-driven organizations
- Execute direct and focused intermediary distribution through retirement plan consultants, RIAs, advisors, aggregators, and other centers of influence
- Develop and execute an annual territory growth plan
- Build and maintain a significant pipeline of qualified opportunities
- Achieve asset production and sales goals
- Identify and prioritize nonprofit market segments with the greatest growth potential
- Maintain accountability for pipeline health, RFP activity, finalist opportunities, close rates, and assets sold
- Maintain accurate opportunity information and forecasts in CRM
- Conduct prospect discovery and identify sponsor priorities and retirement plan objectives
- Develop opportunity-specific sales strategies and present TIAA's small/mid-market value proposition
- Coordinate pricing and proposal development with internal partners
- Lead sponsor and intermediary sales meetings, RFPs, proposal processes, and finalist presentations
- Negotiate appropriate business terms
- Coordinate internal approval and business acceptance processes
- Transition successful sales into implementation
- Build intermediary coverage plans and engage priority advisors, consultants, and firms
- Educate intermediaries on TIAA's small-market capabilities and modern recordkeeping solution
- Generate referrals and RFP invitations through intermediary relationships
- Develop joint prospecting initiatives and support intermediary education/training
- Travel extensively within an assigned region to support business development and expand the opportunity base
Requirements
What you’ll need- 5+ years of work experience required; 7+ years preferred
- Series 6 or 7 registration and Series 63 registration
- Life Insurance License (Resident State) required
- Life Insurance License (Non-Resident State for states in which associate is conducting business) required
- University degree preferred
- Ability to conduct significant prospecting and manage a large pipeline of opportunities simultaneously
- Experience with territory management, intermediary relationships, sales execution, RFPs, proposal development, finalist presentations, negotiation, and CRM forecasting
- Prepared for frequent regional travel as a core function of the position
- Sedentary work physical requirements
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work life offerings
- Financial, physical, and emotional well-being support
- Meaningful learning experiences and development pathways
- Future-focused skills and AI tools
- Incentive program linked to performance, which may include annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans