Internal Advisor Services Representative

The Internal Advisor Services Representative, in partnership with the Nuveen Internal Sales team, will build and develop productive long-term advisor relationships by providing superior customer service support to our clients. Partner and coordinate with Advisor Consultant on business and territory management plans. Proactively make outbound calls, email and engage in web conferences with top clients and prospects to market, educate and promote the Nuveen suite of products. Effectively profile advisors and have a good understanding of the sales process. Work closely with ACs, DMs, Data Analytics and Digital teams to drive sales. Maintain knowledge level of focus firm platforms and product approvals. Collaborate and share best practices across the internal team. Document all Advisor activity in Customer Management System [SalesPage], update SalesPage/ Outlook calendar.

According to JobzMall, the average salary range for a Internal Advisor Services Representative in 8500 Andrew Carnegie Blvd, Charlotte, NC 28262, USA is $35,000 - $60,000 per year. The exact salary will vary depending on the individual's experience, qualifications, and the company they are working for.

The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields.