529 Education Savings Consultant

Job Summary

A company is looking for a 529 Education Savings Consultant.

Key Responsibilities

• Educate individuals about 529 Plans and develop relationships to grow the 529 Workplace Savings Program
• Consult with portfolio managers and financial advisors to evaluate tuition savings plans
• Analyze the tuition financing market and present college savings options to clients

Required Qualifications

• University degree preferred
• 2+ years of sales experience in a client-facing role
• FINRA registrations: Series 6 or 7; Series 63
• Experience with 529 college savings plans is preferred
• 3+ years of sales experience is desired