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College Savings Field Consultant

Job in Rockford, Winnebago County, Illinois, 61103, USA
Listing for: Union Bank & Trust Company
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: 529 College Savings Field Consultant
A financial institution in Illinois seeks a College Savings Field Representative. This role involves communicating the benefits of the Bright Directions College Savings Program to financial advisors while traveling statewide. Responsibilities include making marketing calls, conducting visits to non-producing advisors, and attending events. Ideal candidates should have a Bachelor's degree and experience in finance or investments, along with excellent communication skills.

A valid driver's license and proficiency in Microsoft Office are also required. This position offers a hybrid work opportunity after onboarding.
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