Responsibilities
- Educate individuals about 529 Plans and grow the 529 Workplace Savings Program by cultivating new relationships and maintaining existing relationships
- Consults with portfolio managers and financial advisors and develops frameworks that evaluate tuition (e.g., 529) savings plans.
- Analyzes the tuition financing market and utilizes benchmarks to educate prospects on college savings options.
- Gathers data on college tuition costs and identifies variables that may affect college savings goals.
- Organizes 529 savings plan materials and presents options to clients for Education Savings.
- Conducts research and reviews market analysis reports.
- Serves as the point of contact for 529 college savings solutions.
Requirements
- University (Degree)
- 2+ Years Required
- FINRA Registrations SRC Indicator: Series 6 or 7; Series 63
- Physical Requirements: Sedentary Work
Nice to Have
- 3+ Years Preferred
- 3+ years sales experience
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
Work Arrangement
Hybrid
Additional Information
- Travel approximately 25% to support onsite employer meetings, events, and conferences.
- Build and manage HR and employer relationships to drive engagement.
- Deliver in-person and virtual 529 education sessions.
- Proactively generate outreach and networking opportunities.
- Serve as the 529 subject matter expert for employers and individuals
