Regional Sales Consultant

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 is dedicated to the success of employees and helping everyone on our team achieve their goals. We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders. We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being. We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work.

Job Description

Internal sales partner to an external regional sales director.

Primary Job 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.

Ideal Qualifications

• Bachelor's degree with 3-6 years of related experience.
• FINRA Series 7 and (66 or 63 and 65).
• Ability to solve complex problems.
• Ability to work in a fast-paced environment with strict and demanding deadlines and priorities that are subject to change.
• Proficiency in MS Outlook and SalesPage.
• Outstanding written and verbal communication skills, superior sales skills, and an excellent client service aptitude and attitude.

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

The salary range for this position is $55,500 to $70,500 and varies by geographic location.

The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in an incentive plan.