About this role
Distribution Analyst at Tiaa. Location: Charlotte or Chicago. Role: scheduling appointments, processing expenses, updating crm Requirements: Entry-level role supporting sales teams: scheduling 18–25 appointments/week, processing expense reports, updating CRM (Salesforce), Microsoft Excel proficiency; bachelor’s preferred; no experience required (2+ years preferred); strong communication skills. Category: Sales Seniority: No Prior Experience Required Tools: Salesforce, Microsoft Excel Certifications: sie, series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English