College Savings Field Representative IL
Position Summary: As a member of the Union Bank 529 College Savings Group, this individual will be responsible for effectively communicating the features and benefits of the Illinois Bright Start and Bright Directions College Savings Programs to current and prospective clients, community groups, employers, organizations, and financial professionals. They will be involved in coordinating and conducting grass roots calling activities across the state. This professional will live in Illinois and travel extensively across the state of Illinois.
Field Representatives travel throughout the state of Illinois within their role and typically meet financial professionals and attend outreach events in person.
Essential Functions:
- Plan, schedule appointments, and implement effective trips throughout the state of Illinois.
- Implement calling campaigns and initiatives in person and by phone.
- Research new “grass-roots” opportunities to pursue within Illinois.
- Call on existing relationships with financial professionals, employers, hospitals, libraries, schools, and other organizations
- Travel to visit brokers, investment advisors, and other professionals with current business to strengthen the relationship they have with Illinois’ Bright Start and Bright Directions College Savings Plan Programs.
- Identify, call on, and convert financial advisors into producing financial advisors.
- Attend and promote Illinois’ Bright Start and Bright Directions College Savings Plan programs at various local and regional conferences and events.
- Operate a motor vehicle and travel throughout Illinois as necessary to attend and participate in in-person meetings, presentations, conferences, and outreach activities.
- Provide Vice President with regular updates on activity.
- Actively assist 529 Call Center with in-bound customer service calls and servicing and perform outbound calls to service advisors on weeks when in the office.
- 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.
Qualifications:
- Bachelor’s degree preferred.
- Mutual fund, investment, finance, tax and/or financial planning experience preferred.
- Project a strong professional image with ability to positively promote UBT’s 529 and service excellence philosophy.
- Proficient in Microsoft Word, Excel and in working with other financial software.
Preferred Talents:
- 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
Working Environment:
- Weekly travel may require overnight hotel stays
- Lifting and/or carrying up to 30 lbs. occasionally
- Moderate exposure to outdoor elements or hazards.
- This role is eligible for remote work from home opportunity under the work from home guidelines.
Salary Range: $59,847.22 to $77,528.55
PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
