- Nuveen Investments (Charlotte, NC)
- …Under limited supervision, the focus of this job is to provide direct sales to sophisticated institutional buyers who understand complex Investment products. ... development, consulting/consultant relationship management and/or client service within the Insurance or Institutional segments **Preferred Qualifications** +… more
- TIAA (St. Louis, MO)
- …broad range of resources, including estate planning, portfolio management, and insurance planning. + Evaluates and assigns Advisors appropriate books of clients; ... maintains a good understanding of TIAA's competitors within the individual and institutional landscape. + Manages the performance of team leaders through regular,… more
- TIAA (Wheaton, IL)
- …to maintain a book of business and meet or exceed annual sales targets. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ ... the first 120 days. + State health and life insurance licenses must be obtained within the first 120...financial services + Prior advisor/consultant experience + Knowledge of institutional retirement plans + MoneyGuidePro, and or experience with… more