Education Savings Consultant Multi-Lingual
About The Position
The Education Savings Consultant Multi-Lingual raises awareness and provides education about the 529 College Savings Plans managed by TIAA. Working under moderate supervision as a 529 plan specialist, this role educates prospects, existing consumers, employers, financial advisors, and other key influencers on plan features and benefits, and identifies opportunities to reach new audiences. The position delivers investment services and products that support the college savings process and caters to clients from linguistically diverse backgrounds. It uses multilingual skills and serves as the primary contact for multilingual clients seeking assistance with college savings.
Requirements
- At least 2 years of work experience.
- Series 6 or Series 7 registration and Series 63 registration.
- Multilingual skills for serving clients from linguistically diverse backgrounds.
Nice To Haves
- University degree preferred.
- At least 3 years of work experience preferred.
Responsibilities
- Educate individuals about 529 plans and grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing ones.
- Consult with portfolio managers and financial advisors and develop frameworks to evaluate tuition savings plans, such as 529 plans.
- Analyze the tuition financing market and use benchmarks to educate prospects about college savings options.
- Gather data on college tuition costs and identify variables that may affect college savings goals.
- Organize 529 savings plan materials and present education savings options to clients.
- Conduct research and review market analysis reports.
- Review marketing assets to ensure translations are accurate.
- Serve as the point of contact for 529 college savings solutions and assist multilingual clients with their college savings needs.
Benefits
- Superior retirement program
- Health, wellness, and work-life offerings
- Competitive compensation package that may include participation in performance-linked incentive programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
