Regional Sales Director

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

📋 Description

• Building and nurturing relationships with financial advisors

• Marketing mutual funds, ETFs, and various investment products

• Implementing sales strategies to drive business expansion

• Discovering new sales prospects

• Offering product insights and assistance

• Crafting financial and business planning presentations

• Aiding in client investment solutions

• Collaborating closely with internal teams to synchronize strategies and ensure client success

⛳️ Requirements

• Expertise in Business Planning and Finance

• Familiarity with Investments and Wholesale practices

• Strong Sales capabilities

• Outstanding communication, presentation, and organizational skills

• Bachelor's degree in Finance, Business Administration, or a related discipline

• Required licenses 7 and 63 or 65

• Demonstrated success in meeting or surpassing sales targets in the financial services sector

• Ability to work proficiently both independently and as part of a team

🏝️ Benefits

• Comprehensive Medical, Dental, and Vision plans

• Flexible Paid Time Off (PTO)

• Family Medical and Disability Leaves

• Education Tuition Reimbursement

• 401k plan featuring a generous employer match