Retention Sales Director
At a glance
Director-level Sales Leadership role at Tiaa. Dallas · full-time · $117,000–$172,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Set sales plans for your assigned institutional retirement accounts and build internal partnerships to carry them out
- Manage your territory and develop relationships with existing clients and prospective buyers
- Pursue new opportunities, lead sales discussions, and close bundled retirement-plan business
What you bring
- At least five years selling institutional retirement plans, financial services, or in a closely related area
- You hold FINRA Series 6 or 7 plus Series 63 or 65/66, or can earn the required licenses within the stated timeframe
- You have a state life and health insurance license, or can obtain one within the stated timeframe
Who this fits
This director-level individual contributor role suits a seller who can manage a territory and personally lead client meetings through to a close. The position is based in Dallas.
From the employer
The Institutional Sales Associate sells bundled institutional retirement plan services to not for profit Higher Education defined contribution plans. This job is responsible for identifying opportunities and developing relationships with retirement plan clients or prospects in order to meet and exceed sales goals.
Key Responsibilities and Duties
- Develops sales strategy for institutional retirement plans that are in their assigned book of business.
- Builds effective internal relationships in order to execute the sales strategy.
- Manages an assigned sales territory.
- Identifies and cultivates relationships with prospects and/or existing clients in order to sell bundled institutional retirement plan services.
- Initiates and follows up on new business opportunities.
- Leads business meetings and closes sales with institutional retirement plan prospects/clients.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- SRC Indicator: Series 6 or 7; Series 63
- Life and Health Insurance License (Resident State) - Multiple Issuers preferred
- Physical Requirements: Sedentary Work
Career Level
8IC
Required Qualifications
- A minimum of 5 years of experience in institutional retirement plan sales, financial services sales, or a closely related field.
- FINRA Series 6 or 7, and Series 63 or 65/66 licenses (or ability to obtain within a specified timeframe, typically 90-120 days).
- State life and health insurance license, or ability to obtain within a specified timeframe.
Preferred Qualifications
- 7+ years of experience in institutional retirement plan sales, financial services sales, or a closely related field.
- Bachelor's degree in business, finance, or a related field, or equivalent professional experience.
- Demonstrated track record of meeting or exceeding sales targets within an assigned territory or book of business.
- Strong understanding of institutional retirement plan products, including defined contribution, defined benefit, and bundled recordkeeping services.
- Proven ability to build and manage relationships with prospects, clients, and internal stakeholders (e.g., relationship managers, plan consultants, legal/compliance teams).
- Excellent presentation, negotiation, and closing skills, with experience leading business meetings that result in signed business.
Anticipated Posting End Date:
2026-10-30Base Pay Range: $117,000/yr - $172,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
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