Employer Industry: Financial Services
Why consider this job opportunity
- Salary up to $150,000
- Opportunity for career advancement and growth within the organization
- Supportive and inclusive company culture emphasizing collaboration and professional development
- Comprehensive benefits package, including a discretionary bonus based on performance
- Chance to work with a leading firm recognized as an innovator and trusted advisor in the financial services industry
- Opportunity to engage with financial advisors and build lasting relationships in a dynamic market
What to Expect (Job Responsibilities)
- Maximize territory performance and drive sales with financial advisor clients to achieve net and gross sales targets
- Collaborate with the Divisional Sales Manager to develop and execute a strategic territory business plan
- Maintain comprehensive knowledge of products, platforms, and strategies to effectively serve client needs
- Schedule and conduct client meetings, educational seminars, and follow‑up activities to enhance client engagement
- Establish and maintain productive working relationships with key stakeholders and regional centers of influence
What is Required (Qualifications)
- Minimum of a Bachelor’s Degree required; CIMA, CAIA, CFA designations, and/or an MBA are a plus
- At least five (5) years of experience in an external client‑facing role, such as business development or field sales
- Possession of FINRA Series 7 and 63 licenses
- Proven track record in territory management and meeting sales quotas
- Strong financial services background with knowledge of investment trends and advisor best practices
How to Stand Out (Preferred Qualifications)
- Established network of relationships with financial advisors in the Kansas market
- Exceptional client engagement skills with a history of building strong, lasting relationships
- Strong analytical and quantitative skills for creative problem‑solving
- Ability to adapt and thrive in dynamic, fast‑paced environments
- Commitment to continuous learning and staying informed about industry trends
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.