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Regional Vice President - Beacon Capital Management

United States, Multiple Locations 80000.00 USD / Year · Job Posted February 19, 2026
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Job Description

Responsible for developing and implementing Sales and Marketing strategies within the established sales territory to promote, grow and increase the sales of Beacon Capital Management's (BCM) advice and services. Identify and develop relationships with targeted Registered Investment Advisors to successfully market and sell BCM's advice and services.

Job Responsibility

  • Develop and implement Sales and Marketing strategies within the established sales territory
  • Identify and develop relationships with targeted Registered Investment Advisors
  • Develop sales goals, business and marketing plans
  • Partner with an Internal Wholesaler to jointly execute a focused plan
  • Develop and maintain relationships with Registered Investment Advisors
  • Deliver presentations within established sales territory including continuing education programs, product training and value add training
  • Manage territory effectively by building relations and coverage based on the greatest sales opportunity
  • Provide education, sales leadership and relationship management for top advisors
  • Manage all administrative aspects of the established sales territory
  • Act as a resource for sales training and BCM training to internal and external stakeholders
  • Attend conferences as requested
  • Maintain a positive image of the company
  • Commitment to embrace Sammons Financial Group Companies shared values
  • Regular attendance is required
  • Participate in other initiatives and/or projects as necessary

Requirements

  • Bachelor's Degree Communications, Marketing, Business or related field Preferred
  • 5-10 years' financial services sales experience, preferably previous wholesaling experience Required
  • Excellent presentation skills and public speaking skills
  • Strong people and relationship building skills
  • Proven interpersonal skills to allow for collaborative work effort
  • Demonstrated success in developing and executing sales plans
  • Ability to interact with all levels of internal and external resources, vendors as well as other departments
  • Strong problem solving abilities
  • Ability to effectively interface with senior management using high level of professionalism
  • Strong organizational skills with ability to manage territory
  • Series License-65 Preferred
  • 50% Travel within territory and to conferences

Nice to have

Series License-65

What we offer

  • Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
  • Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
  • Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
  • Incentive program for defined goals subject to eligibility and performance

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