Territory Sales Director - Asset Management

Default Brand; Boston (MA); On-site; USD 52,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

Flexible PTO

Tuition reimbursement

401(k) with employer match

Family medical and disability leaves

Job summary

Victory Capital Management is seeking an Internal Sales Director to support sales territory execution, generate new business and manage advisor relationships. You will combine investment knowledge with sales reporting and BI tools to advance the territory.

The role involves frequent calls and travel, with base plus commissions and opportunities for performance-based incentives. You will report to the Head of Internal Sales Directors, Practice Management and Sales Enablement Strategists.

Qualifications

• Bachelor’s degree and 2 years equivalent work experience.
• Series 6 and 63 required.
• Series 7 mandatory within three months of date of hire.
• Knowledge of the financial marketplace including stocks, bonds, international investing, currency, etc.
• Team-oriented and self-motivated.
• Strong verbal and written communication skills.
• Flexible with work schedule.
• Some nights and weekends and some travel are required.

Responsibilities

• Work with Regional Sales Director to implement and execute territory marketing and sales plan.
• Initiate sales calls and emails to financial professionals to promote and sell Victory products (75-80% of time).
• Contact financial advisors after visits to provide information and assess additional product needs.
• Develop new prospects and maintain relationships to increase territory sales.
• Travel within territory to generate sales; facilitate virtual calls with Portfolio Management team.
• Prepare investment reports and research to generate new business in the territory.
• Use Salesforce, Power BI and in-house tools to manage the sales process.

Job description

Victory Capital Management is seeking an Internal Sales Director to support sales territory execution, generate new business and manage advisor relationships. You will combine investment knowledge with sales reporting and BI tools to advance the territory.

The role involves frequent calls and travel, with base plus commissions and opportunities for performance-based incentives. You will report to the Head of Internal Sales Directors, Practice Management and Sales Enablement Strategists.