Regional Sales Consultant

📋 Description

• Assisting the efforts of the firm's Regional Directors

• Engaging with current or prospective advisor clients as necessary

• Evaluating interest in Frontier’s services and supplying relevant information

• Identifying potential clients utilizing the firm’s internal database along with external resources

• Conducting follow-up after sales meetings and executing sales calls and presentations

• Facilitating the logistics of conference participation by Frontier staff

• Maintaining the SalesForce database for current and prospective Advisors

• Traveling quarterly

• Commitment to ongoing education

⛳️ Requirements

• Bachelor’s degree

• A minimum of one year of experience in financial services sales

• Exhibit a strong customer service orientation

• Exceptional organizational abilities with the capacity to handle multiple projects

• Outstanding written, oral, and verbal communication skills

• Proficient computer skills, including: SalesForce, Microsoft Office, and Zoom

• Interest in obtaining Series 65 and/or CFP certifications

• Solid understanding of financial services

🏝️ Benefits

• Paid Time Off

• Paid holidays

• Health, Dental, Vision, and Life Insurance

• 401(k) with a 4% Employer Match and a current 4% Discretionary Contribution