National 529 Field Representative

Union Bank & Trust; Chicago (IL); Hybrid; USD 50,000 - 90,000; Full time

Job summary

An established industry player seeks a National College Savings Field Representative to promote their 529 plans across the United States. This role involves traveling to targeted markets, building relationships with financial advisors, and serving as a subject matter expert on college savings programs. You will implement creative marketing strategies and attend various conferences to enhance awareness of these valuable financial products. If you are a motivated individual with strong communication skills and a passion for client interaction, this opportunity offers a hybrid work environment and the chance to make a significant impact in the financial sector.

Qualifications

• Experience in mutual funds, investments, finance, and tax required.
• Strong professional image and customer service philosophy essential.

Responsibilities

• Promote Union Bank's 529 Programs to financial advisors.
• Research and implement marketing strategies for 529 plans.

Skills

Mutual fund experience

Investment knowledge

Finance expertise

Tax knowledge

Financial planning

Communication skills

Organizational skills

Time management

Tools

Microsoft Word

Microsoft Excel

Financial software

Job description

Position Summary: The National College Savings Field Representative serves as a subject matter expert and communicates the features and benefits of Union Bank and Trust’s 529 plans. This professional provides timely updates and key information to financial professionals. This position requires travel to targeted markets across the United States to increase awareness of the highly regarded Union Bank and Trust 529 plans.The National Field Representative will support the growth of advisor-sold 529 plans by serving as a resource to financial advisors across the country. They will also research and implement creative strategies to market the plans to financial professionals. The National Field Representative will have a working knowledge of financial industry topics including college savings programs, investments, operations and taxes.

Essential Functions:

• Service and promote Union Bank’s 529 Programs in targeted markets across the United States.
• Make proactive marketing calls (in-person and phone) to financial advisors and other investment professionals to strengthen the existing Union Bank and Trust 529 programs relationships.
• Visit non-producing financial advisors and firms to introduce Union Banks’s 529 Programs and to encourage future utilization of the Plans.
• Schedule trips, meetings, and presentations in targeted markets across the U.S. in a manner that maximizes the Field Representative’s impact while traveling.
• When not traveling, perform outbound calls to grow business with producing advisors, and to develop new business with non-producing advisors.
• Serve as a subject-matter expert on 529 programs, staying up to date with industry developments and trends.
• Research and implement campaigns and messaging.
• Attend and promote Union Bank’s 529 programs at various local, regional, and national conferences and events.
• Provide 529 Field Coordinator with regular updates regarding activity and trends.
• Asset with functions of 529 department as needed.
• Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Performs other job-related duties or special projects as assigned.

Qualifications:

• Mutual fund, investment, finance, tax and/or financial planning experience required.
• Project a strong professional image with ability to positively promote the UBT 529 programs and customer service philosophy.
• Proficient in Microsoft Word, Excel and in working with other financial software.
• Valid driver’s license with good driving record.

Preferred Talents:

• Highly motivated individual
• Strong organizational and time management skills
• Detail oriented, self-starter with high energy
• Excellent verbal and written communication skills including experience delivering complex material to individual and groups
• Independent with a team-orient mindset
• Passion for client and prospect interaction

Travel required access the United States

Weekly travel required overnight hotel stays

Lifting and/or carrying up to 30 lbs. occasionally.

Moderate exposure to outdoor elements or hazards.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.