Regional Sales Director

This is a fully remote position, open to applicants in Alabama, +4 more states.

📋 Description

• Take ownership of and implement the sales strategy for a multi-state territory, ensuring accountability for asset growth and advisor engagement.

• Build and sustain relationships with financial advisors, branch managers, home office personnel, and key decision-makers.

• Discover and develop new advisor relationships while enhancing and expanding existing partnerships.

• Present NexPoint's investment products, market outlook, and portfolio solutions effectively.

• Provide education to advisors on alternative investment strategies, which include real estate, private credit, interval funds, private placements, BDCs, and income-oriented investments.

• Collaborate with Internal Wholesalers to synchronize advisor coverage, business development activities, and follow-up initiatives.

• Formulate and implement territory business plans, incorporating advisor segmentation, sales campaigns, and travel scheduling.

• Keep up-to-date with product knowledge and industry expertise to competitively position NexPoint's solutions.

• Participate in industry conferences, advisor events, due diligence meetings, and networking opportunities.

• Leverage CRM tools and sales reporting systems to monitor activity, manage pipelines, and assess territory performance.

• Work alongside marketing, product management, compliance, and senior leadership teams to support strategic initiatives and business expansion.

• Report directly to the National Sales Director.

⛳️ Requirements

• A bachelor's degree is required.

• Series 7, Series 63, and Life Insurance licenses are mandatory.

• Candidates must reside within the assigned territory.

• Willingness to travel approximately 80% of the time is essential.

• A minimum of 3-5 years of successful external wholesaling experience with a proven track record of asset growth and sales success.

• Experience in covering wirehouse, regional broker-dealer, independent broker-dealer, and/or RIA channels is required.

• Proven experience in distributing alternative investments, real estate investment products, private placements, interval funds, mutual funds, annuities, or similar investment solutions.

• Demonstrated capability to cultivate trusted advisor relationships and influence investment decision-makers.

• Strong consultative sales, presentation, and territory management skills are essential.

• Ability to comprehend and convey complex investment concepts and market trends to sophisticated audiences.

• Self-motivated, highly organized, entrepreneurial, and possesses a strong competitive drive.

• Proven ability to collaborate effectively with internal sales, operations, and cross-functional teams.

🏝️ Benefits

• Competitive base salary and commission plan based on experience and performance.

• Industry-leading health insurance plan with no employee premiums or deductibles.

• 401(k) plan with employer match.