College Savings Field Representative IL
Union Bank & Trust is seeking a College Savings Field Representative to serve as a subject matter expert for Illinois’ Bright Directions College Savings Program. This role involves traveling across Illinois to communicate program benefits to financial professionals and support growth through marketing strategies.
Responsibilities
- Make proactive marketing calls (in-person and phone) to financial advisors and other investment professionals to strengthen the existing Bright Directions relationships
- Visit non-producing financial advisors and firms to introduce Bright Directions College Savings Program and to encourage future utilization of the Plan
- Plan, schedule appointments, and implement effective weekly travel throughout the state
- Act as subject-matter expert on 529 programs, saying up to date with industry developments and trends
- Research and implement campaigns and messaging
- Attend and promote Bright Directions various local and regional conferences and events
- Provide 529 Field Marketing Coordinator with regular updates regarding activity and trends
- Assist with functions of the 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
- Perform other job-related duties or special projects as assigned
Skills
- Project a strong professional image with ability to positively promote Bright Directions and service excellence philosophy
- Proficient in Microsoft Word, Excel and in working with other financial software
- Valid driver's license with good driving record
- Regular and reliable attendance is an essential function of this position
- 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
- Bachelor's degree preferred
- Mutual fund, investment, finance, tax and/or financial planning experience preferred
- Highly motivated individual
- Strong organizational and time management skills
- Detail oriented, self-starter with high energy
- Excellent verbal communication skills
- Independent with a team-oriented mindset
- Passion for client and prospect interaction
Company Overview