Illinois College Savings Field Marketing Specialist

Union Bank & Trust Company; Rockford (IL); Hybrid; USD 56.000 - 84.000; Vollzeit

Benefits dieser Stelle

Hybrid work arrangement

Zusammenfassung

Union Bank & Trust Company seeks a College Savings Field Representative to promote Illinois Bright Directions. The role requires travel across the state and working with financial advisors, delivering up-to-date information on 529 plans and related tax implications.

You will develop campaigns, attend local conferences, and report activity to the 529 Department. A bachelor's degree and experience in finance are preferred, along with strong communication and organizational skills.

Qualifikationen

• Bachelor's degree preferred.
• Mutual fund, investment, finance, tax and/or financial planning experience preferred.
• Proficient in Microsoft Word and Excel.
• Valid driver's license.

Aufgaben

• Make proactive marketing calls to financial advisors and other investment professionals.
• Visit non-producing financial advisors to promote Bright Directions College Savings Program.
• Plan, schedule and implement weekly travel across Illinois.
• Act as subject-matter expert on 529 programs and industry developments.
• Research and implement campaigns and messaging.
• Attend and promote Bright Directions conferences and events.
• Provide regular updates to the 529 Field Marketing Coordinator.

Kenntnisse

Strong communication skills

Excellent time management

Detail oriented

Self-starter with energy

Independent with team orientation

Client/prospect interaction

Ausbildung

Bachelor's degree preferred

Tools

Microsoft Word

Microsoft Excel

Financial software

Jobbeschreibung

Union Bank & Trust Company seeks a College Savings Field Representative to promote Illinois Bright Directions. The role requires travel across the state and working with financial advisors, delivering up-to-date information on 529 plans and related tax implications.

You will develop campaigns, attend local conferences, and report activity to the 529 Department. A bachelor's degree and experience in finance are preferred, along with strong communication and organizational skills.