TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.POSITION SUMMARY:
The TIAA Tuition Financing Inc. Field Consultant will be responsible for increasing assets, initiating new business through rollovers and transfers from other 529 plan programs, retaining assets through individual communication, group presentations, community events and direct marketing projects, and documenting all activities in Salesforce. This position will support the State-sponsored California 529 direct-sold plan, The ScholarShare College Savings Plan.Additional Key Responsibilities:
Interact with participants and prospects in-person, by telephone, by internet/e-mail, via workshops and seminars, and follow-up on qualified leads either by phone or in person to convert to the relevant state 529 Plans.
The Tuition Financing Field Consultant will conduct call campaigns or host seminars/events to targeted high value account owners with the aim of opening accounts and increasing average account balances.
Build relationships and partner directly with HR, Payroll, Benefits contacts and decision-makers, as well as executive buyers' to deliver our 529.
Conduct both on-site and web-based seminars and be comfortable presenting at Employer, Professional and Parent events, as well as participating in community-based events to generate leads and support awareness-based marketing initiatives in support of State partner initiatives.
Develop and maintain relationships with ScholarShare Account Owners, TIAA retirement plan participants, individuals, prospects, beneficiaries, and their legal and financial representatives. The role does require relationship management skills and ability to partner across TIAA with business partners in Wealth Management (Individual Advisory Services) and the Institutional Relationships/Retirement - Financial Consultants to access and service their clients.
The TFI Field Consultant (Bilingual) will support bilingual Spanish marketing outreach and sales efforts across the State and be able to communicate in all efforts with spoken and written language fluency.
This is a client facing role and the Tuition Financing Field Consultant can expect travel up to 60% and involves interaction with key plan sponsors ((Treasurer, Executive Director, Board Members, etc.)QUALIFICATIONS Required:
FINRA Series 7 or 6 and 63 registrations required; however, otherwise expected to be secured within 120 days from start date.
3 + years of experience in the financial services industry
Strength in Technical Application / Customer Relational Database usage such as Salesforce
Willingness to travel throughout the State of California. Expect travel up to 60%, and on occasion in excess of 60% (expenses fully reimbursed.)
529 College Savings Plan knowledge and/or experience
Superior communication skills - both group and one on one
Strong practice management organizational skills including the ability to manage multiple responsibilities, balance management of leads, field activities, customer follow-ups and administrative tasks
Demonstrated ability to independently build and maintain solid relationships with business partners, teammates and prospective clients to consistently deliver on business outcomes
Demonstrated ability to apply strategic thinking in growing the business and achieving TFI goals
Ability to work with varied partners and effectively communicate TFI's value proposition
Ability to work independently and manage a large number of projects and relationships
Experience working in Northern California a plus
Location: Anticipated to be affiliated with TIAAs Palo Alto office. Eligible for Alternative Work Solutions (AWS)
NOTE: One position available to be filled to support the State of California.
Equal Employment Opportunity is not just the law, its our commitment. Read more about the Equal Employment Opportunity Law. If you need assistance applying due to visually or hearing impaired, please email Careers Help. We are an Equal Opportunity/Affirmative Action Employer. We will 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 legally protected status.
All locationsMy Profile
Create and manage profiles for future opportunities.My Submissions
Track your opportunities.© TIAA Careers. All rights reserved. Explore all the opportunities we have to offer
EARLY TALENTStart your career with us
Help us deliver on our unique mission to serve those who serve others. We'll put your talents and skills to work immediately - no waiting.
WHY TIAAWe are TIAA. Created to serve. Built to perform. DIVERSITY
We're proud of our diverse backgrounds and perspectives.CAREER AREAS
Explore our career areas to see where you might fit best.LOCATIONS
We have opportunities available across the United States and in India.OUR BENEFITS
The overall health of our employees is important to us.
MAKE A DIFFERENCEMeet some incredible people making a difference
To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.2019 and prior years, Teachers Insurance and Annuity Association of America - College Retirement Equities Fund, New York, NY 10017
TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.
Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.1 0