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National 529 Field Representative

Position Summary:  The National 529 Field Representative assists and serves financial advisors in targeted markets across the U.S.  With effective in-person calling, customer service and presentation skills, this individual will travel 3 weeks each month to promote the Illinois Bright Directions College Savings Program and Alabama CollegeCounts 529 Fund to investment professionals. An individual in this position will learn and gain exposure to investments, tax, customer service, and how to develop a rapport with financial advisors and perfect their interpersonal skills as they work with a diverse group of investment professionals.

*We are willing to train a hardworking, bright professional individual that may not necessarily have experience in all these areas.

Essential Functions:

  • Services and promotes Union Bank’s 529 Programs across the United States.
  • Travels to visit brokers, investment advisors, and other investment professionals with current business to educate, inform, update and introduce new plan features and materials.
  • Visit non-producing financial advisors to introduce the program and encourage utilization.
  • Plan, schedule appointments, and carry out travel trips across the U.S.
  • When not traveling - perform out bound calls to service financial advisors as well as build additional business.
  • Keep informed of UBT’s 529’s, college savings in general, and competing products to best serve financial professionals.
  • Provide ongoing call reports and updates to the 529 Group Manager.
  • 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.

Preferred Talents:

  • Integrity and honesty
  • Organized and time efficient
  • Effective communicator
  • Independent with good judgment   
  • Self-directed and takes initiative

Qualifications:

  • Four-year college degree preferred.   
  • Mutual fund, investment, finance, tax or financial planning experience a plus. 
  • Project a strong professional image and positively promote the UBT 529 plans and customer service philosophy.  
  • Proficient in Microsoft Word, Excel and in working with other financial software. 
  • Valid driver’s license with good driving record. 

Working Environment:

  • 3 calling trips per month (36 annually) across the United States.
  • Calling Month Definition (12 full calling days):
  • Two weeks with 4.5 full days calling (.5 day travel) + one week with 3 full days calling -or- Three weeks with 4 full days calling (.5 day travel)
  • First 8-12 weeks training at home office – thereafter, 1 week a month in Lincoln home office
  • Lifting and/or carrying up to 30 lbs. occasionally.Moderate exposure to outdoor elements or hazards.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.



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