Regional Sales Manager

This is a fully remote position, open to applicants in Alabama, +7 more states.

📋 Description

• Engage and mentor advisors to enhance their businesses through net client acquisition, net flows, and practice management.

• Collaborate with field leaders to achieve results across designated geographies or territories.

• Offer proactive support to advisors on growth-related topics via Teams, calls, chats, and other communication channels.

• Meet minimum contact service standards for coached advisors.

• Analyze data to pinpoint reasons for contact and drive sales outcomes and behavioral changes.

• Influence advisors to expedite growth or make necessary adjustments when needed.

• Create cohorts of advisors focused on client acquisition, net flows, or practice management.

• Curate content, facilitate peer discussions, and promote the Four Disciplines of Execution through monthly calls.

• Engage advisors through business planning sessions, town halls, one-on-ones with leaders, and other approaches.

• Evaluate advisor needs and provide tailored growth plans.

• Collaborate to identify leading and lagging growth metrics.

• Develop technical learning labs and growth labs centered on firm technology.

• Cultivate advisor champions and partner with them to deliver content.

• Align messaging with field leadership to deliver content both regionally and nationally.

• Travel with field leaders and team members for territory and national events.

• Serve as a subject matter expert and present to advisor groups virtually or at local leadership events.

⛳️ Requirements

• 3 - 5 years of relevant experience.

• Bachelor's degree or equivalent qualification.

• Active Series 7 or the ability to obtain it within 90 days.

• Active State securities agent registration (S63 or S66) or the ability to obtain it within 90 days.

• Active State IAR registration (S65 or S66) or the ability to obtain it within 90 days.

• Previous experience in the financial services industry is strongly preferred.

• Previous sales and marketing experience is preferred.

• Excellent written and verbal communication skills.

• Proven ability to thrive in a fast-paced environment and manage multiple competing priorities.

• Previous experience in collaborative work with a diverse range of partners.

• Knowledge of financial planning principles, processes, and advisor practice management systems.

• Ability to influence the behavior of advisors and field leaders.

• Strong skills in communication, coaching, training, and presentation.

• Ability to coach advisors on the compliant use of financial planning tools.

• Ability to collaborate, develop, and sustain relationships, and influence field sales leaders and advisors to achieve results.

• Self-motivated and accountable.

• Valid work authorization that does not currently or will not in the future require visa sponsorship for employment in the United States.

🏝️ Benefits

• Vacation time.

• Sick time.

• 401(k) plan.

• Health insurance coverage.

• Dental insurance coverage.

• Life insurance coverage.

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

• Eligibility for remote work in specified locations.

• Travel and in-person collaboration expectations will be discussed during the hiring process.