Regional Sales & Advisor Partnerships Lead

Virtus Investment Partners; New York (NY); On-site; USD 56,000 - 71,000; Full time

Job summary

Virtus Investment Partners seeks an Internal Sales Partner to support a regional sales director. You will engage financial advisors by phone, email, and webinars to build and maintain relationships and promote Virtus products and solutions.

You will run analyses for external partners via Morningstar and internal resources, identify sales opportunities via CRM/PowerBI and other data sources, collaborate with colleagues, and document CRM.

Qualifications

• Bachelor's degree required with 3-6 years of related experience.
• FINRA Series 7 and (66 or 63 and 65) required.
• Ability to solve complex problems and work under tight deadlines.
• Proficient in MS Outlook and SalesPage; CRM experience preferred.

Responsibilities

• Engage financial advisors via phone, email, and webinars to develop/maintain relationships to position Virtus products/solutions.
• Run analysis for external partner/advisors via Morningstar and other internal resources.
• Identify sales opportunities via CRM/PowerBI and other data sources.
• Collaborate with colleagues and other Virtus resources for idea generation and problem-solving.
• Document CRM.

Skills

Communication skills

Sales ability

Problem solving

Fast-paced work

CRM experience

Education

Bachelor's degree

Tools

MS Outlook

SalesPage

Morningstar

Job description

Virtus Investment Partners seeks an Internal Sales Partner to support a regional sales director. You will engage financial advisors by phone, email, and webinars to build and maintain relationships and promote Virtus products and solutions.

You will run analyses for external partners via Morningstar and internal resources, identify sales opportunities via CRM/PowerBI and other data sources, collaborate with colleagues, and document CRM.