The Institutional Relationship Manager (Field Rep) could be responsible for the outreach supporting one or more Government Savings division lines of business, which includes, the 529 (Direct, Advisor, ABLE) and or State Facilitated Retirement Program (SFRP) programs, with the goal of increasing participation in the existing plan.

SECTION 3: EXPERIENCE, SKILLS, KNOWLEDGE REQUIREMENTS

The position will be home-based; however, occasional night, weekend and overnight travel throughout the assigned regions will be required to effectively manage and serve clients.

• Bachelor’s degree is required.
• Current Series 6 or 7 and 63 FINRA licenses is highly preferred.
• Or ability to obtain within 90 days.
• 3-5 years financial services experience in sales, marketing, or client service.
• Excellent organization, communication, and presentation skills
• Experience or knowledge of specific product line is highly preferred:
• Direct or advisor sold 529 plans.
• ABLE programs.
• Retail IRA products and Employer Retirement plans.
• Successful sales or client management experience.
• Strong relationship building skills with a client-facing focus.
• Strong time and territory management.
• Excellent oral, written, and interpersonal communications skills.
• Energetic, self-motivated, positive attitude, goal oriented with a high degree of integrity.
• Proficient in all MS Office applications
• Ability to work independently from home and while traveling.
• Residency in a designated State may be required.
• Expectations for moderate travel at 25-50%.

For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.
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THIS SPECIFIC OUTREACH ROLE IS ASSIGNED TO THE ISAVE (DIRECT) 529 PLAN IN IOWA.

Job duties may include conducting 529 college savings seminars and outreach to employers, community groups and other local organizations on behalf of their respective 529 plans. And or be responsible for engaging with employers to educate them on their respective SFRP plan and assisting them with the registration and facilitation of the program.
Supporting an advisor plan, the position would function as an external wholesaler to support the growth and awareness of the plan by working with and developing relations with key financial intermediaries throughout the assigned territory. Financial intermediaries include but are not limited to, Broker/Dealers, National & Regional Banks, Independent Advisors and Registered Investment Advisors.
Responsibilities also include assisting the end-user clients to understand the importance of saving and the benefits of the respective program.
Each role would require day-to-management of the assigned territory and driving marketing campaigns for those plans.