Senior Regional Director – Intermediary

Jobtailor; Oregon (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking an experienced sales professional to strategically plan and manage territory sales, prioritize advisors, and drive revenue across the Washington and Oregon territory. The role requires building a robust sales pipeline, conducting frequent field appointments, and collaborating with regional coordinators and Voya business lines.

Applicants should have 8+ years in wholesaling funds and related investments, strong capital markets knowledge, and Series 7/66 licenses.

Qualifications

• 8+ years of success wholesaling mutual funds, SMAs, ETFs, model portfolios, and private and public alternative investments.
• Proven ability to grow a territory as measured by sales and persistency of business over multiple years.
• Strong relationships across all channels.
• Technical expertise in mutual funds, SMAs, ETFs, model portfolios, and alternative investments.
• Extensive capital markets knowledge.
• Understanding of the competitive landscape.
• Exceptional presentation skills.
• Strong organizational skills.
• Ability to work collaboratively and independently and communicate clearly and concisely.
• Thorough knowledge of sales and marketing principles and practices.
• Strong knowledge of capital markets.
• Series 7 and Series 66 licenses required.
• Candidate must reside in the Washington and Oregon territory.
• Willingness to travel, including overnight stays where applicable.
• Minimum of 20 appointments per week in the field.

Responsibilities

• Strategically plan and manage resources to maximize territory sales using industry and firm data.
• Prioritize advisors and manage territory sales, run-rate revenue, positive net cash flow, and relationships.
• Develop and manage an active sales pipeline and record meeting activity in the CRM.
• Budget expenses efficiently.
• Partner with a Regional Coordinator to drive sales through geographically distinct or segmented firms.
• Identify and foster leads from segmentation, referrals, advertising campaigns, and territory canvassing.
• Partner with Voya business lines including alternative specialist, DCIO, Workplace Solutions, and NQDC.
• Conduct at least 20 weekly field appointments, including one-on-one meetings, presentations, and conferences.
• Build new relationships and manage and deepen existing advisor relationships.
• Use segmentation, consultative sales, meetings, conferences, and training workshops to drive sales.

Skills

Wholesaling

Sales Pipeline Management

Consultative Sales

Presentation Skills

Relationship Management

Territory Management

Budget Management

Field Appointments

Education

Series 7 License

Series 66 License

Tools

CRM Software

Job description

• Strategically plan and manage resources to maximize territory sales using industry and firm data
• Prioritize advisors and manage territory sales, run-rate revenue, positive net cash flow, and relationships
• Develop and manage an active sales pipeline and record meeting activity in the CRM
• Budget expenses efficiently
• Partner with a Regional Coordinator to drive sales through geographically distinct or segmented firms
• Identify and foster leads from segmentation, referrals, advertising campaigns, and territory canvassing
• Partner with Voya business lines including alternative specialist, DCIO, Workplace Solutions, and NQDC
• Conduct at least 20 weekly field appointments, including one-on-one meetings, presentations, and conferences
• Build new relationships and manage and deepen existing advisor relationships
• Use segmentation, consultative sales, meetings, conferences, and training workshops to drive sales

Requirements

• 8+ years of success wholesaling mutual funds, SMAs, ETFs, model portfolios, and private and public alternative investments
• Proven ability to grow a territory as measured by sales and persistency of business over multiple years
• Strong relationships across all channels
• Technical expertise in mutual funds, SMAs, ETFs, model portfolios, and alternative investments
• Extensive capital markets knowledge
• Understanding of the competitive landscape
• Exceptional presentation skills
• Strong organizational skills
• Ability to work collaboratively and independently and communicate clearly and concisely
• Thorough knowledge of sales and marketing principles and practices
• Strong knowledge of capital markets
• Series 7 and Series 66 licenses required
• Candidate must reside in the Washington and Oregon territory
• Willingness to travel, including overnight stays where applicable
• Minimum of 20 appointments per week in the field

Core Competencies

Demonstrates extensive expertise in wholesaling mutual funds, SMAs, ETFs, and alternative investments, with a proven track record of growing territory sales and managing advisor relationships. Strong organizational and presentation skills are essential for effective communication and collaboration in driving sales.

Highest-signal resume keywords

• 8+ Years Wholesaling Experience
• Technical Expertise in Mutual Funds
• Series 7 License
• Series 66 License
• Capital Markets Knowledge

ATS Optimization Keywords

Hard Skills

• Wholesaling
• Sales Pipeline Management
• Consultative Sales
• Sales and Marketing Principles
• Territory Management
• Budget Management
• Field Appointments
• Relationship Management
• Segmentation
• Presentation Skills

Soft Skills

• Strong Organizational Skills
• Clear Communication
• Collaborative Work Style
• Independent Work Style

Certifications & Qualifications

• Series 7
• Series 66

Industry Keywords

• Mutual Funds
• SMAs
• ETFs
• Model Portfolios
• Alternative Investments
• Capital Markets
• Sales Territory
• Advisor Relationships
• Competitive Landscape
• Field Appointments

Tools & Technologies

• CRM Software