Insurance & 529 Regional Director

F1525 Franklin Distributors, LLC; Town of Texas (WI); Hybrid; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a dynamic Regional Director to lead sales efforts in the South-Central region. This role involves developing strong relationships with insurance and financial partners while driving sales of innovative investment strategies. The ideal candidate will possess a blend of ethical integrity, exceptional public speaking skills, and a proven track record in sales. Join a forward-thinking company that values collaboration and offers a flexible work environment, where your contributions will directly impact client success and market presence.

Qualifications

• 5+ years of relevant experience in sales and client relationship management.
• Strong public speaking skills to present to financial advisors.

Responsibilities

• Drive sales of Franklin Templeton strategies across the South-Central region.
• Develop and deepen relationships with variable annuity and insurance partners.

Skills

Sales Strategy

Relationship Management

Public Speaking

Market Analysis

Team Collaboration

Financial Services Knowledge

Adaptability

Education

Bachelor's Degree in Finance or related field

FINRA Series 7

FINRA Series 63

Tools

CRM Software

Job description

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

We are seeking a Texas based Regional Director in Franklin Templeton’s Insurance, Retirement, and 529 channel who would be responsible for covering the South-Central region. The territory includes Texas, Oklahoma, Louisiana, Arkansas, Mississippi, New Mexico, Missouri, Kansas, and Colorado. This professional will be responsible for developing and deepening relationships with variable annuity and insurance partners, as well as internal partners, across the South-Central territory.

What are the ongoing responsibilities of the Insurance & 529 Regional Director?

Using discretion, judgment, and the highest level of ethical standards, the Regional Director will be responsible for driving sales of Franklin Templeton strategies placed at our insurance and select 529 clients throughout the territory. They will play an instrumental role in strengthening our client relationships and building Franklin’s brand awareness and market dominance.

• Develop and deepen relationships across client distribution organizations including internal and external wholesaling teams, sales management, and home offices.
• Execute business plan that aligns with the goals of the Insurance, Retirement, and 529 channel.
• Secure opportunities to present to groups of financial advisors, internal wholesalers, and external wholesalers at a variety of events to provide value add content, economic updates, and strategy sales ideas.
• Train wholesaling teams on Franklin strategies and marketing resources to support sales efforts.
• Ensure alignment with Strategic Account Team priorities to pursue new mandates and product placements.
• Collaborate with internal stakeholders including teammates, marketing, product management, and Franklin’s multiple investment management organizations in order to surpass client expectations and offer world class support to sales efforts.
• Create and communicate client specific sales ideas to increase Franklin’s market share.
• Remain a student of the market and industry.
• Maintain client engagement activities in Franklin’s CRM system.
• Manage expenses in a timely manner and adhere to corporate and regulatory guidelines for advisor and firm sponsorships.

What ideal qualifications, skills & experience would help someone to be successful?

• Must have the highest ethical standards and display both professional and personal integrity
• Highly effective team player
• Flexible, adaptable, and able to travel up to 75% of the time
• FINRA Series 7 and 63
• Ability to leverage technology to increase efficiency and productivity
• 5 years relevant experience
• Intellectually curious around the markets and financial services industry
• Superb public speaking and presentation skills
• Able to identify sales opportunities and anticipate client needs
• Self-starter and motivated
• Able to work in a fast-paced environment that experiences constant change
• Ability to manage expense budget effectively
• Goal oriented and results driven
• Strong interpersonal skills with ability to develop strong relationships with clients, colleagues, and internal partners