National Field Representative

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. The role 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 supports the growth of advisor‑sold 529 plans by serving as a resource to financial advisors nationwide and by researching and implementing creative marketing strategies to attract financial professionals.

The position demands a working knowledge of college savings programs, investments, operations and taxes.

• Serve and promote Union Bank's 529 Programs in targeted markets across the United States.
• Make proactive marketing calls (in‑person and phone) to financial advisors and other investment professionals to strengthen relationships.
• Visit non‑producing financial advisors and firms to introduce Union Bank's 529 Programs and encourage future utilization.
• Schedule trips, meetings, and presentations in targeted markets in a manner that maximizes the Field Representative's impact while traveling.
• When not traveling, perform outbound calls to grow business with producing advisors and develop new business with non‑producing advisors.
• Serve as a subject‑matter expert on 529 programs, staying up‑to‑date with industry developments and trends.
• Research and implement campaigns and messaging.
• Attend and promote Union Bank's 529 programs at local, regional, and national conferences and events.
• Provide the 529 Field Coordinator with regular updates regarding activity and trends.
• Assist with functions of the 529 department as needed.
• Understand and adhere to all bank policies, laws and regulations applicable to the role; complete compliance training and follow internal processes and controls.
• Report all compliance issues or violations of law or regulations in accordance with bank policies.
• Maintain regular and reliable attendance.
• Perform other job‑related duties or special projects as assigned.

• Bachelor's degree preferred.
• Mutual fund, investment, finance, tax, and/or financial planning experience required.
• Project a strong professional image with an ability to positively promote the UBT 529 programs and customer service philosophy.
• Proficient in Microsoft Word, Excel and other financial software.
• Valid driver's license with a good driving record.

• Highly motivated individual.
• Strong organizational and time‑management skills.
• Detail oriented, self‑starter with high energy.
• Excellent verbal and written communication skills, including experience delivering complex material to individuals and groups.
• Independent with a team‑oriented mindset.
• Passion for client and prospect interaction.

Travel required within the United States.

Weekly travel requires 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.

$77,529.87 - $

National 529 Field Representative
• Naperville, IL, United States

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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