Senior Regional Sales Director (Texas, IBD & RIA Channels)

Remote Jobs; Teletrabalho; BRL 690.000 - 794.000; Tempo integral

Resumo da oferta

A financial services company is looking for a subject matter expert to represent their products, focusing on mutual funds and ETFs. The role offers a starting salary of $125,000 and includes the flexibility of remote work, which is ideal for candidates located in Dallas or Houston. Candidates should have a bachelor's degree and over ten years of sales experience in the financial services industry, along with strong communication skills and required licenses. Opportunities for career advancement and engagement in a diverse workplace are highlighted.

Serviços

Incentive plan

Professional development opportunities

Supportive work environment

Qualificações

• Ten or more years of experience in sales with established relationships in the financial services industry.
• Strong written and verbal communication skills are essential.
• Required licenses: Series 7 and Series 63 or 66.

Responsabilidades

• Represent the employer as a subject matter expert on mutual funds, ETFs, and managed accounts.
• Develop and maintain relationships with advisors in assigned territories.
• Lead sales initiatives and coordinate efforts to meet client needs.

Conhecimentos

Sales expertise

Communication skills

Project management

Product knowledge in mutual funds and ETFs

Formação académica

Bachelor's degree

Ferramentas

Salesforce

Descrição da oferta de emprego

Why consider this job opportunity

• Starting salary of $125,000, with potential for variation based on qualifications
• Eligibility to participate in an incentive plan
• Opportunity for career advancement and professional development within a growing organization
• Remote work flexibility, ideally located in Dallas or Houston, Texas
• Supportive work environment that fosters employee engagement and collaboration
• Commitment to diversity, inclusion, and making a positive impact in the community

What to Expect (Job Responsibilities)

• Represent the employer as a subject matter expert on mutual funds, ETFs, and separately managed accounts, showcasing in-depth product knowledge
• Develop and maintain relationships with advisors in assigned territories
• Lead sales initiatives and coordinate efforts to meet client needs
• Conduct sales and product training meetings for intermediaries
• Consult on practice management and portfolio construction to enhance advisor capabilities

What is Required (Qualifications)

• Bachelor's degree
• Ten or more years of experience in sales with established relationships in the financial services industry
• Strong written and verbal communication skills
• Motivated and energetic with project management abilities and autonomous work style
• Required licenses: Series 7 and Series 63 or 66

How to Stand Out (Preferred Qualifications)

• Experience with mutual funds, ETFs, and separately managed accounts
• Proven track record of successful sales in the investment management industry
• Familiarity with practice management and portfolio construction strategies