VP, Regional Advisory Consultant (Remote)

Advisor Group Inc.; United States; Remote; USD 100,000 - 150,000; Full time

Job summary

Advisor Group Inc. is seeking a VP, Regional Advisory Consultant, responsible for driving sales strategy and financial planning adoption within a defined region. This fully remote role requires extensive travel and face-to-face interactions with financial advisors, promoting the firm’s advisory platform.

The ideal candidate should have 5+ years in a similar role with a Master’s degree preferred, a strong sales-focused personality, and the ability to work independently while managing time efficiently.

Qualifications

• Master’s Degree preferred; must have Bachelor’s degree in a relevant field.
• 5+ years in a similar advisory or sales role.
• Ability to travel 50-75% of the time.

Responsibilities

• Drive sales strategies and financial planning adoption.
• Educate advisors on fee-based business and advisory technology.
• Manage a fluid sales pipeline in the designated region.
• Collaborate with internal teams for effective sales strategies.

Skills

Sales strategy

Financial planning

Client relationship management

Strong communication skills

Investment strategies

Education

Master’s Degree (preferred)

Bachelor’s Degree in Economics, Finance, Business or related field

Tools

CRM software

Job description

Advisor Group Inc. is seeking a VP, Regional Advisory Consultant, responsible for driving sales strategy and financial planning adoption within a defined region. This fully remote role requires extensive travel and face-to-face interactions with financial advisors, promoting the firm’s advisory platform.

The ideal candidate should have 5+ years in a similar role with a Master’s degree preferred, a strong sales-focused personality, and the ability to work independently while managing time efficiently.