Regional Sales Consultant

• Supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in your territory
• Provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms
• Phone and virtual-based sales interactions
• Making in-person sales calls
• Partnering with your specialist teams to drive new business, retain assets and grow market share

• Bachelor’s Degree required
• Series 7 and 63 required
• Minimum of 2+ years of sales experience working within the Financial Service Industry
• Passion for the financial or investment management industry
• Outstanding communication, negotiation, decision making and multi-tasking abilities
• Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
• Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
• Excellent interpersonal skills that translate into a positive client experience
• Passion for sales and the ability to uncover and qualify new opportunities
• Commitment to constant self-improvement and exhibit a competitive drive
• Ability to thrive in our fast-paced environment and enjoy being part of a strong team
• High aptitude to learn new things quickly and adapt to new situations
• Effective consultative sales and presentation skills

CIMA or CFA a plus