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.
Key Responsibilities and Duties
- Extensive travel to consult clientele in Southern Illinois Territory, including: Champaign, Bloomington, and Springfield.
- Educate individuals about 529 Plans and grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing relationships.
- Consult with portfolio managers and financial advisors and develop frameworks that evaluate tuition (e.g., 529) savings plans.
- Analyze the tuition financing market and utilize benchmarks to educate prospects on 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 options to clients for Education Savings.
- Conduct research and review market analysis reports. Serve as the point of contact for 529 college savings solutions.
Educational Requirements
- University (Degree) Preferred
Work Experience
- 2+ Years Required; 3+ Years Preferred
FINRA Registrations
- SRC Indicator: Series 6 or 7; Series 63
Physical Requirements
Minimum Requirements:
- Experience cultivating business relationships
- Experience in a client-facing role
Preferred Skills:
- University (Degree) Preferred
- Ability to travel frequently.
- Strong communication skills and the ability to interact effectively with high-level stakeholders.
- SRC Indicator: Series 6 or 7; Series 63 or within 120 days
- Prefer candidates in the Bloomington, Springfield or Champaign, IL Area
Anticipated Posting End Date: 2024-11-07
Base Pay Range: $75,536/yr. - $97,576/yr.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance.
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management.
Benefits and Total Rewards
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.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
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