Regional Sales Director

This is a fully remote position, open to applicants in Florida.

📋 Description

• Lead sales initiatives primarily through net flows.

• Analyze sales opportunities to identify potential growth areas.

• Drive engagement and targeting efforts towards advisors.

• Collaborate with product subject-matter experts.

• Oversee internal and external wholesaling operations.

• Enhance advisor net flows via virtual interactions.

• Deliver key messages during scheduled visits and advisor meetings.

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

• Partner with field leaders, advisors, wholesalers, product collaborators, corporate communications, WMS, RiverSource, Columbia Threadneedle Investments third-party wholesalers, and other essential groups.

• Adapt national call messaging to meet regional needs and priorities.

• Assist in the development of the regional plan in line with the national strategy.

• Ensure that field leaders and key stakeholders comprehend the plan.

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

• Involve Experienced Advisor Recruits and field leaders in financial advice through Confident Retirement discussions and client case evaluations.

• Participate virtually in client and advisor meetings when suitable, engaging product experts and other resources.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• Over 7 years of relevant industry experience.

• Experience in participating in client meetings that support and facilitate discussions and client case evaluations.

• Ability to review, analyze, and collect data effectively.

• Proficient in identifying data trends and developing as well as articulating solutions to address gaps in the plan.

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

• FINRA Series 7 certification.

• State securities license (S63 or S66).

• State IAR license (S65 or S66).

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

• Exceptional written and verbal communication skills.

• Executive presence and the capability to respond to inquiries spontaneously.

• Emotional intelligence, resilience, execution discipline, and a positive attitude.

• Familiarity with and some expertise in Wealth Management and Risk.

• Sales expertise and coaching abilities.

• Valid U.S. work authorization that does not currently or in the future require visa sponsorship.

🏝️ Benefits

• Variable compensation in the form of bonuses, commissions, and/or long-term incentives depending on the role.

• A competitive and comprehensive benefits package.

• Vacation time.

• Sick leave.

• 401(k) retirement plan.

• Health insurance coverage.

• Dental insurance.

• Life insurance.

• Remote work options.

• An equal opportunity and inclusive recruitment process.

• Reasonable accommodations for individuals with disabilities during the recruitment process.