Regional Sales Consultant - South Central Territory

Primary Responsibilities

• Develop and manage a focused data-driven distribution plan which expands existing intermediary relationships, identifies new business opportunities and generates new business leads.
• Service as a subject matter expert in all Meeder’s investment solutions and services.
• Successfully implement the company's consultative sales process.
• Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales goals and activity targets.
• Build and maintain strong advisor relationships to achieve asset retention goals.
• Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.
• Present at client seminars and training sessions; attend industry conferences as assigned.
• Leverage and adhere to Marketing campaigns, tools and engagement strategies.

Critical Success Factors

• Have conviction and passion for the firm’s investment solutions and services.
• Demonstrate leadership qualities, ambition, and be a self-motivated team player.
• Able to recognize opportunities and provide outstanding follow-up and service.
• Strong and persuasive presentation and communication skills.
• Solid understanding of capital markets and how to effectively translate this knowledge into discussions with advisors.
• Strong listening and probing skills to identify opportunities and provide solutions.
• Good organizational skills and the ability to balance multiple priorities and meet specific production objectives.