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Nuveen Insurance Institutional Sales, P&C Distribution, VP

Type:
Full Time
Location(s):
Charlotte, NC 28262, United States
Date Posted:
Salary:
Base Pay Range: $116,300/yr. - $205,000/yr.
Job Posting End Date:
2025-04-30-07:00
Job ID:
R250200183

The Institutional Business Development job is responsible for new client development and retention within the Institutional marketplace. Under limited supervision, the focus of this job is to provide direct sales to sophisticated institutional buyers who understand complex Investment products. This job will have responsibility for representing all investments solutions (public and private fixed income, public and private equity, real estate, and real assets) to these plan sponsors and their field consultants.

Key Responsibilities and Duties
  • Develops and executes an effective sales calling/correspondence campaign to qualified leads.
  • Conducts a needs analysis and provides potential solutions to sophisticated institutional buyers.
  • Oversees on-boarding process of new clients.
  • Calls upon all resources of the firm (people and technology) to provide valuable solutions to strengthen relationships.
  • Understands key competitors and positions the firm's products effectively relative to those competitors.
  • Cross-sells the firm's products to existing clients where appropriate.
  • Exceeds client service expectations through proactive on-going communication.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
FINRA Registrations
  • SRC Indicator: Series 7; Series 63
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
8IC

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