Financial Consultant Financial Consultant …

in Milpitas, CA
Permanent, Full time
Be the first to apply
in Milpitas, CA
Permanent, Full time
Be the first to apply
Financial Consultant
All companies + Hiring difference makers. ☰ Tuition Financing Inc. (TFI) Field Consultant, TIAA Financial Solutions - Product Group 💼 TIAA 📅 Jul 17, 2020 Post Date Apply for Job Share this Job SCOPE:

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.


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.)

  • Bachelors degree strongly desired or equivalent work experience
  • Sales experience
  • 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

  • Valid US Driver's License
  • Willingness to travel throughout the State of California. Expect travel up to 60%, and on occasion in excess of 60% (expenses fully reimbursed.)

  • Bi-Lingual in Spanish
  • 529 College Savings Plan knowledge and/or experience

  • Superior presentation skills
  • 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.

Additional Information
  • Requisition ID: 1726874
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