Regional Sales Director

Responsibilities

• Drive sales results with financial advisors in the designated region
• Cultivate and develop strong relationships with financial advisors
• Conduct promotional meetings for the company
• Platform and Managed Portfolios
• Follow up on leads with the support of an internal sales consultant
• Strategically manage time to maximize sales opportunities
• Leverage Salesforce for effective territory management
• Undertake special tasks as required

Qualifications

• Minimum of 4 years related industry experience
• Demonstrated ability to successfully market investment products
• Strong relationship-building skills with financial advisors
• Independently capable as well as collaborative with internal sales counterpart
• Able to explain portfolio management concepts clearly
• Team-oriented with a proactive approach to problem-solving
• CFP or other relevant designations preferred

Benefits

• 100% 401k match up to 6% of salary
• Stock ownership potential and life insurance coverage
• Comprehensive health benefits with HSA contributions
• Tuition reimbursement and annual flex stipend for personal expenses
• Volunteer support programs and employee resource groups