National 529 Field Representative jobs in United States
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Union Bank & Trust · 1 day ago

National 529 Field Representative

positionChicago, IL
timeFull-time
remoteHybrid
seniorityMid Level
money$78K/yr - $116K/yr

Union Bank & Trust is seeking a National College Savings Field Representative to serve as a subject matter expert on their 529 plans. This role involves promoting the plans to financial advisors, conducting market research, and implementing marketing strategies to increase awareness and utilization of the programs.

Financial Services
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Culture & Values

Responsibilities

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
Assist 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

Qualification

Financial planning experienceInvestment knowledgeTax knowledgeMicrosoft ExcelMicrosoft WordOrganizational skillsCommunication skillsDetail orientedSelf-starterTeam-oriented mindset

Required

Bachelor's degree preferred
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

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 individuals and groups
Independent with a team-oriented mindset
Passion for client and prospect interaction

Company

Union Bank & Trust

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Most banks offer similar services. It’s how those services are delivered and how the bank treats you as an individual that sets it apart.
dateFounded in 1917
location
Lincoln, Nebraska, US
people-size1001-5000 employees
web-link
http://www.ubt.com

Funding

Current Stage
Late Stage

Leadership Team

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Angie Muhleisen
President and CEO
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Dave Dickson
President/CEO and Director of First Union Financial Corporation
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