529 Education Savings Consultant
529 Education Savings Consultant
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1 Vacancy
Job Description
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 addition to identifying new opportunities to expand our education to new 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
- 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.
- University (Degree) Preferred
- 2 Years Required; 3 Years Preferred
- SRC Indicator: Series 6 or 7; Series 63
- Physical Requirements: Sedentary Work
Career Level
6IC
Required Skills:
- 2 years sales experience in a client facing role with a focus on relationship building
Desired Skills:
- 3 years sales experience in a client facing role with a focus on relationship building
- SRC Indicator: Series 6 or 7; Series 63 or within 120 days
- University (Degree)
- Strong communication skills and the ability to interact effectively with high-level stakeholders
- Financial services industry experience
- Experience with 529 college savings plans
- Preferred locations within Kansas are Wichita Johnson County Topeka or Lawrence
#LI-VM1
Related SkillsAccountability Business Acumen Client Relationship Management Communication Conflict Management Contract Management Influence Innovation Inspires Others Negotiation Problem Solving Relationship ManagementAnticipated Posting End Date:
Base Pay Range: $75536/yr - $97576/yrActual 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 addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs non-annual sales incentive plans or other non-annual incentive plans).
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 were a market-leading retirement company fueled by world-class asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
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. Thats 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. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
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.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Contract
Employment Type
Remote
Company Industry
Key Skills
- Academics
- CSSD
- Accounts Management
- Gym
- Audio Visual
- Lorry Driving
