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TIAA Tuition Financing Inc. (TFI) “Field” Consultant, TIAA Financial Solutions - Product Group in FRESNO, California


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.)



  • Bachelor’s degree strongly desired or equivalent work experience

  • Sales experience

  • FINRA Series 7 or 6 and 63registrations required; however, otherwise expected to be secured within 120days from start date.

  • 3 + years of experience in thefinancial services industry

  • Strength in Technical Application /Customer Relational Database usage such as Salesforce

  • Valid US Driver's License

  • Willingness to travel throughout theState 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 knowledgeand/or experience

  • Superior presentation skills

  • Superior communication skills - bothgroup and one on one

  • Strong practice managementorganizational skills including the ability to manage multipleresponsibilities, balance management of leads, field activities, customer follow-upsand administrative tasks

  • Demonstrated ability toindependently build and maintain solid relationships with business partners,teammates and prospective clients to consistently deliver on business outcomes

  • Demonstrated ability to applystrategic thinking in growing the business and achieving TFI goals

  • Ability to work with varied partnersand effectively communicate TFI's value proposition

  • Ability to work independently andmanage a large number of projects and relationships

  • Experience working in NorthernCalifornia a plus

Location: Anticipated to be affiliated with TIAA’s Palo Alto office. Eligible for Alternative Work Solutions (AWS)

NOTE : One position available to be filled to support the State of California.

EqualEmployment Opportunity is not just the law, it’s our commitment. Read moreabout the Equal Employment Opportunity Law. If you need assistance applying dueto visually or hearing impaired, please email Careers Help. We are an EqualOpportunity/Affirmative Action Employer. We will consider all qualifiedapplicants for employment regardless of age, race, color, national origin, sex,religion, veteran status, disability, sexual orientation, gender identity, orany other legally protected status.

Additional Information

  • Requisition ID: 1726874

Company: TIAA

Post Date: Jul 17, 2020