Regional Sales Director

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Lead sales initiatives primarily focusing on net flows.

• Perform analysis of sales opportunities.

• Enhance advisor targeting and engagement strategies.

• Oversee product subject-matter experts.

• Manage both internal and external wholesaling operations.

• Act as a strategic partner for field leaders, advisors, wholesalers, and regional product partners.

• Foster advisor net flows through virtual interactions and structured advisor visits and meetings.

• Implement the regional plan while supporting advisors and field leaders.

• Collaborate with corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third-party wholesalers, and other support teams.

• Convert national call messaging into regional priorities and requirements.

• Assist in the development and comprehension of the regional plan in alignment with the national strategy.

• Engage in segmentation and regional engagement planning, which includes coaching programs.

• Involve experienced advisor recruits and field leaders in financial advice through Confident Retirement discussions and client case analyses.

• Participate virtually in client/advisor meetings and involve product experts when necessary.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Over 7 years of relevant work experience.

• Experience in client meetings, facilitating discussions, and analyzing client cases.

• Capability to review, analyze, and collect data; recognize data trends; and develop and communicate solutions.

• Proven ability to lead and inspire advisors, leaders, and field personnel.

• FINRA Series 7 license, or a commitment to obtain it within 90 days.

• State securities license S63 or S66, or a commitment to acquire it within 90 days.

• State IAR license S65 or S66, or a commitment to obtain it within 90 days.

• Willingness to travel up to 25% of the time.

• Exceptional written and verbal communication skills.

• Professional presence.

• Emotional intelligence and resilience during challenging situations.

• Familiarity with Wealth Management and Risk, along with some expertise.

• Sales experience coupled with coaching abilities.

• Valid U.S. work authorization without any current or future visa sponsorship requirements.

🏝️ Benefits

• Bonus, commissions, and/or long-term incentives based on the role.

• Vacation time.

• Sick leave.

• 401(k) plan.

• Health insurance coverage.

• Dental insurance.

• Life insurance.

• Support for reasonable accommodations during the recruitment and interview process.