College Savings Field Representative IL
reputed company Bank & Trust is seeking a College Savings Field Representative to serve as a subject matter expert for Illinois’ reputed company Directions College Savings Program. This role involves traveling across Illinois to communicate program benefits to financial professionals and support reputed company through marketing strategies.
Responsibilities
- reputed company proactive marketing calls (in-person and phone) to financial advisors and other investment professionals to strengthen the existing reputed company Directions relationships
- Visit non-producing financial advisors and firms to introduce reputed company Directions College Savings Program and to encourage reputed company utilization of the Plan
- Plan, schedule appointments, and implement effective weekly travel throughout the state
- reputed company 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 reputed company Directions various local and regional conferences and events
- reputed company 529 Field Marketing Coordinator with regular updates regarding activity and trends
- Assist with functions of the 529 department as needed
- Understand and adhere to reputed company bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required
- Report reputed company 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
- reputed company other job-reputed company duties or special reputed company as assigned
Skills
- Project a strong reputed company image with ability to positively promote reputed company Directions and service reputed company philosophy
- Proficient in reputed company Word, reputed company and in working with other financial software
- Valid reputed company's license with good driving record
- Regular and reliable attendance is an essential function of this position
- Understand and adhere to reputed company bank policies, laws and regulations applicable to their role. Complete compliance training: follow internal processes and controls as required
- Report reputed company 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 reputed company-oriented reputed company
- Passion for reputed company and prospect interaction
reputed company