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Job Description
- Req#: R260200430
Employer Industry: Financial Services
Why consider this job opportunity:
- Salary range up to $96,600 per year
- Opportunity for career advancement and growth within the organization
- Comprehensive Total Rewards package, including retirement programs and health benefits
- Travel opportunities to support onsite employer meetings, events, and conferences
- Work in a collaborative environment that encourages innovation and meaningful results
- Chance to make a positive impact on clients' financial futures
What to Expect (Job Responsibilities):
- Educate individuals about 529 Plans and expand the 529 Workplace Savings Program
- Consult with portfolio managers and financial advisors to develop frameworks for tuition savings plans
- Analyze the tuition financing market and educate prospects on college savings options
- Gather data on college tuition costs and identify factors affecting college savings goals
- Deliver in-person and virtual 529 education sessions to employers and individuals
What is Required (Qualifications):
- Minimum of 2 years of relevant work experience
- University degree preferred
- FINRA Registrations: Series 6 or 7; Series 63
- Ability to manage HR and employer relationships
- Strong communication and relationship management skills
How to Stand Out (Preferred Qualifications):
- 3+ years of sales experience in a relevant field
- Proven ability to cultivate and maintain professional relationships
- Experience in delivering educational presentations
- Knowledge of college savings plans and financial services
- Familiarity with market analysis and research methodologies
#FinancialServices #529Plans #CareerOpportunity #CompetitivePay #ClientEducationAbout the company
The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmenta...
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