Education Savings Consultant

TIAA

1d

About The Position

Education Savings Consultant The Education Savings Consultant plays an important role in proactively raising awareness and providing education about the 529 College Savings Plans we manage. While working under moderate supervision as a specialist in 529 plans, this role involves effectively educating various stakeholders, including prospects, existing consumers, employers, financial advisors, and key influencers about the features and benefits of our 529 plans. In addition to identifying new opportunities to expand our education to new audiences. The Education Savings Consultant job delivers a variety of investment services and products that facilitate the college savings process. Working under moderate supervision, this job works closely with the investment team and develops education and outreach plans to assist clients in their college savings needs.

Requirements

• 2+ Years Required; 3+ Years Preferred
• SRC Indicator: Series 6 or 7; Series 63
• Physical Requirements: Sedentary Work
• Accountability, Business Acumen, Client Relationship Management, Communication, Conflict Management, Contract Management, Influence, Innovation, Inspires Others, Negotiation, Problem Solving, Relationship Management

Nice To Haves

• Preferred 3+ years sales experience

Responsibilities

• Educate individuals about 529 Plans and grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing relationships
• Consults with portfolio managers and financial advisors and develops frameworks that evaluate tuition (e.g., 529) savings plans.
• Analyzes the tuition financing market and utilizes benchmarks to educate prospects on college savings options.
• Gathers data on college tuition costs and identifies variables that may affect college savings goals.
• Organizes 529 savings plan materials and presents options to clients for Education Savings.
• Conducts research and reviews market analysis reports.
• Serves as the point of contact for 529 college savings solutions.
• Travel approximately 25% to support onsite employer meetings, events, and conferences.
• Build and manage HR and employer relationships to drive engagement.
• Deliver in-person and virtual 529 education sessions.
• Proactively generate outreach and networking opportunities.
• Serve as the 529 subject matter expert for employers and individuals

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees