Director, Strategic Sales Job in Lewisville, Texas US
Director, Strategic Sales
To identify prospects, and build relationships which eventually result in the gain of new business. To bring in mappable assets and increase TIAA-CREF contribution flows to both proprietary and non-proprietary investment options by establishing employee benefit plans, at qualifying institutions, which comply with federal and state laws and regulations. To monitor and combat the activities of our competitors in influencing institutional customers. Identify and cultivate prospective clients, prepare and deliver new business presentations, and close the sale of defined contribution products and services. Cultivates prospects and leads to sell TIAA-CREF's full range of products. Identifies leads and builds new relationships consistently with hospitals, and medical research facilities, state and local governments and other non-profit organizations, that eventually result in RFPs and the gain of new business Utilize prospect tracking system which maintains/organizes prospect information With limited supervision manages relationships with external vendors (Consulting Firms) in order to identify prospects Requirements: Requires a well-developed network of contacts in the Advisor, Plan Sponsor and Consultant communities Requires a track record of success in institutional sales Excellent working knowledge of financial markets, products, and services. Well-defined prospects and leads to sell TIAA-CREF's full range of products and services. . Continuously identify leads and build new relationships with hospitals, and medical research facilities, state and local governments and other non-profit organizations, that eventually result in RFPs and the gain of new business. To bring in mappable assets and increase TIAA-CREF contribution flows to both proprietary and non-proprietary investment options by establishing employee benefit plans, at qualifying institutions, which comply with federal and state laws and regulations. To monitor and combat the activities of our competitors in influencing institutional customers. Utilize prospect tracking system which maintains/ organizes prospective information Manages relationships (along with Consultant Relations) with external vendors (Consulting Firms) in order to identify prospects Develops own sales strategies. Seasoned in identifying appropriate sales opportunities and excellent ability at determining actual opportunities from a false lead. Establishes and consistently uses a list of sales qualifying criteria that prospects must meet in order to invest time.