Education Savings Consultant
Job Overview
Location
Indiana, USA
Job Type
Full-time
Category
Sales
Date Posted
February 28, 2026
Full Job Description
đź“‹ Description
- • As an Education Savings Consultant at TIAA, you will be at the forefront of empowering individuals and organizations with the knowledge and tools necessary for successful college savings.
- • This pivotal role involves proactively raising awareness and providing comprehensive education about the 529 College Savings Plans managed by TIAA, a critical component of helping clients achieve their long-term financial goals.
- • You will operate under moderate supervision, leveraging your expertise as a specialist in 529 plans to engage and inform a diverse range of stakeholders.
- • Your primary audience will include prospective clients, existing TIAA customers, employers seeking to offer valuable benefits, financial advisors, and other key influencers within the educational and financial communities.
- • A significant aspect of your role will be to effectively communicate the unique features, benefits, and strategic advantages of TIAA's 529 plans, translating complex financial concepts into accessible and actionable insights.
- • Beyond direct education, you will actively identify and pursue new opportunities to expand the reach of TIAA's college savings education to untapped audiences and markets.
- • This position is instrumental in delivering a variety of investment services and products specifically designed to facilitate and streamline the college savings process for families across the nation.
- • Working collaboratively, you will partner closely with the investment team to develop and refine educational content and outreach strategies tailored to meet the evolving college savings needs of our clients.
- • A key responsibility includes consulting with portfolio managers and financial advisors to develop robust frameworks for evaluating and understanding tuition savings plans, particularly the 529 structure.
- • You will conduct thorough analysis of the tuition financing market, utilizing industry benchmarks and data to educate prospects on the most effective college savings options available to them.
- • This involves gathering and analyzing data on current and projected college tuition costs, identifying key variables that can significantly impact individuals' college savings goals and strategies.
- • You will be responsible for organizing and presenting comprehensive 529 savings plan materials, clearly outlining various options and recommending suitable solutions to clients to support their Education Savings objectives.
- • The role requires conducting ongoing research and reviewing market analysis reports to stay abreast of industry trends, competitive offerings, and regulatory changes impacting college savings.
- • You will serve as the primary point of contact and subject matter expert for all inquiries and discussions related to TIAA's 529 college savings solutions, ensuring accurate and consistent information is provided.
- • A crucial part of this role involves cultivating new relationships and diligently maintaining existing ones to grow the 529 Workplace Savings Program, fostering a culture of proactive financial planning.
- • You will be expected to build and manage strong relationships with HR departments and employer representatives, driving engagement with the 529 program as a valuable employee benefit.
- • Delivering impactful in-person and virtual 529 education sessions will be a regular duty, requiring excellent presentation and communication skills.
- • Proactively generating outreach and networking opportunities within the community and among potential partners will be essential for program expansion.
- • This position requires approximately 25% travel to support onsite employer meetings, industry events, and conferences, representing TIAA as a leader in education savings.
- • You will act as the go-to 529 subject matter expert for both employers and individual clients, providing guidance and support.
- • The role demands a proactive approach to problem-solving, client relationship management, and the ability to influence stakeholders towards informed financial decisions.
- • Success in this role will contribute directly to TIAA's mission of helping individuals achieve financial security and realize their educational aspirations for future generations.
🎯 Requirements
- • Bachelor's degree or equivalent relevant experience.
- • Minimum of 2 years of experience in a relevant field, with a preference for 3+ years.
- • FINRA Series 6 or 7, and Series 63 registrations required.
- • Proven ability to educate and consult with diverse audiences on financial products.
- • Experience in sales, relationship management, or client advisory roles is highly desirable.
🏖️ Benefits
- • Competitive base salary range of $71,700 - $96,600 annually, with potential for additional incentive compensation based on performance.
- • Comprehensive health, wellness, and work-life offerings designed to support physical, emotional, and financial well-being.
- • Superior retirement program, reflecting TIAA's commitment to long-term financial security for its associates.
- • Opportunities for professional growth and development through meaningful learning experiences and career pathways.
- • A collaborative and inclusive work environment that fosters innovation and teamwork.
Skills & Technologies
Onsite
About Teachers Insurance and Annuity Association of America-College Retirement Equities Fund
Teachers Insurance and Annuity Association of America-College Retirement Equities Fund is a Fortune 100 financial services organization created in 1918 to serve the retirement, investment, insurance, and banking needs of those in academic, research, medical, cultural, and other non-profit fields. It manages retirement plans, endowments, and individual accounts through low-cost mutual funds, annuities, life insurance, and advisory services, serving over five million active and retired participants and 15,000 institutions. Headquartered in New York, TIAA operates as a non-profit with a mission to help clients achieve financial well-being throughout their working lives and retirement.
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