TIAA Director, Investment Product Sales - NYC in New York
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The Director of Integrated Solutions is a position tasked with enabling Wealth Management Advisors to provide objective and comprehensive advice across the full financial spectrum aligned with their clients’ long-term interests. Successful Integrated Solutions Directors at TIAA understand clients’ unique financial objectives identified through the consultative sales process led by Financial Advisors. Through one-on-one coaching with advisors as well as collaborative interaction with clients, Integrated Solutions Directors will deliver comprehensive financial solutions. Solutions and services include Managed Solutions (managed accounts, Private Asset Management, Trust Services), Insured Solutions (proprietary and non-proprietary annuities, life insurance, and long term care), TIAA Direct, and TIAA Charitable.
Coaches and motivates Advisors and exceed the territories' integrated solutions forecasts for meeting the comprehensive needs of clients.
Educates Advisors on distribution of comprehensive, or total solutions within the consultative sales process model
Responsible for the adoption of integrated approach through Consultative Sales Process model
Partners with Individual Advisory Services Sales Coach team addressing Advisor skill set depth and readiness to execute within an integrated advice model
Drives adoption across Managed Accounts, Private Asset Management Services, Life Insurance, proprietary and non-proprietary Annuities, Long Term Care and TIAA Direct Banking.
Collaborates with Individual Advisory Services (IAS) Directors ensuring consistent messaging, and implementation of integrated solutions
Must be series 7, 66, 63 and/or 65
Applicable state insurance life and health licensing is required
Completion of applicable training for appointment by proprietary and non-proprietary solution providers
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Job: Client Services
Primary Location: New York
Req ID: 1716304