Tuition Financing Consultant
Location:
Posted:
November 23, 2016
Reference:
1707141
Job Description

COMPANY OVERVIEW:

 

Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.

 

By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.

 

For more information about TIAA, visit our website.

 

POSITION SUMMARY:

 

The California Tuition Financing, Inc. (TFI) Field Consultant represents TIAA and TFI and is accountable for asset growth, asset retention, and providing counseling for all 529 account owners, prospects, beneficiaries and their legal and financial representatives in the State-sponsored California 529 program, ScholarShare College Savings Plan, which TFI manages on behalf of the ScholarShare Investment Board.

 

 

  • KEY RESPONSIBILITIES AND DUTIES:
     
  • 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.
  •  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 Individual Advisory Services and the Financial Consulting Group to access and service their clients.
  • This is a client facing role and the TFI Field Consultant can expect travel up to 50% and involves interaction with key plan sponsors (Treasurer, Executive Director, Board Members, etc.

 



QUALIFICATIONS:

 

Bachelors degree or the equivalent combination of education and experience
  •  3+ years sales experience
  •  3 + years of experience in the financial services industry
  •  FINRA Series 7/63 registrations or Series 6/ 63 preferred or ability to obtain within 120 days from start date
  •  Bilingual preferred – fluency in Mandarin or Spanish
  •  Demonstrated experience conducting presentations in a group setting
  •  Strong 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
  •  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
  •  Willingness to travel throughout theState of California. (Expenses fully reimbursed.)

 

 


Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law

 

If you need assistance applying due to being 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.

 

*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921


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