Bilingual 529 Field Representative - Illinois Based
Company: Union Bank and Trust Company
Location: Kankakee
Posted on: May 20, 2023
Job Description:
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
organizationsTravel 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.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. - Perform other job-related duties or special
projects as assigned. - - - - Qualifications:
Bachelor's degree preferred.Mutual
fund, investment, finance, tax and/or financial planning experience
preferred.Spanish Fluency required. 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. Valid driver's license
with good driving record. - - - - - - - - Preferred Talents:
Highly motivated individual - takes
initiative and task orientedDetail oriented, well-organized,
self-starter with high energy Excellent verbal communication
skillsIndependent with a team orientation and coachablePassion for
client and prospect interactionWorking Environment:Lifting and/or
carrying up to 30 lbs. occasionallyModerate 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. -PLEASE VIEW THE APPLICANT BEFORE PROCEEDING WITH YOUR
APPLICATION.
Equal Opportunity Employer
Minorities/Women/Veterans/DisabledPowered by JazzHR
Keywords: Union Bank and Trust Company, Joliet , Bilingual 529 Field Representative - Illinois Based, Other , Kankakee, Illinois
Didn't find what you're looking for? Search again!
Loading more jobs...
