529 Field Representative – Alabama

Position Summary

This individual will communicate the features and benefits of the Alabama CollegeCounts 529 Fund to current and prospective clients, community groups, employers, organizations, and financial professionals. They will coordinate and conduct grass roots calling activities across the state, live in Alabama, and travel extensively.

Essential Functions

• Make proactive marketing calls to financial advisors and other professionals to strengthen relationships.
• Identify and call on non-producing financial advisors and firms to introduce the CollegeCounts 529 and encourage future utilization.
• Call on existing relationships with employers, hospitals, libraries, schools, and other organizations to create awareness and utilization of the CollegeCounts 529.
• Research and implement creative strategies to market the plans to financial professionals and potential investors.
• Stay up-to-date on industry developments and trends.
• Research and implement campaigns and messaging.
• Plan, schedule appointments, and implement effective weekly travel trips throughout the state of Alabama.
• Attend and promote CollegeCounts at various local and regional conferences and events.
• Provide regular updates on activity to the 529 Field Coordinator.
• Assist with functions of the 529 College Savings Group as needed.
• Understand and adhere to all bank policies, laws, and regulations applicable to their role.
• Complete compliance training and 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.
• 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.
• Project a strong professional image with ability to positively promote the CollegeCounts 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-oriented.
• Detail oriented, well-organized, self-starter with high energy.
• Excellent verbal communication skills.
• Independent with a team orientation and coachable.
• Passion for client and prospect interaction.