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:
Qualifications:
Preferred Talents:
Working Environment:
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.
Salary Range: $79,376.53 - $119,064.79
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.