Regional Sales Manager

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

📋 Description

• Inspire and mentor advisors to enhance their businesses organically through client acquisition, net flows, and effective practice management techniques.

• Collaborate with field leaders to achieve results in designated geographies or territories via cohorts, learning labs, training, coaching, and proactive advisor engagement.

• Offer proactive assistance to advisors on growth-related topics while meeting minimum contact service levels through Teams, calls, chats, and various media.

• Analyze data to determine reasons for contacting advisors, drive sales performance, and encourage behavior modification.

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

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

• Involve advisors in business planning, town halls, one-on-one meetings with leaders, and other engagement methods.

• Evaluate advisor needs and offer tailored growth plans featuring leading and lagging indicators.

• Establish technical learning labs and labs centered on technology-driven growth.

• Cultivate advisor champions and collaborate with them to deliver educational content.

• Ensure alignment of messaging with field leadership and disseminate content both regionally and nationally.

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

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

⛳️ Requirements

• 3 - 5 years of relevant experience.

• Bachelor's degree or equivalent qualification.

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

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

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

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

• Previous experience in sales or marketing is preferred.

• Excellent written and verbal communication skills, demonstrating an ability to effectively engage with all organizational levels.

• Proven ability to thrive in a fast-paced environment while managing multiple competing priorities.

• Experience collaborating with a diverse range of partners.

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

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

• Strong skills in communication, coaching, training, and general presentations.

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

• Competence in collaborating, developing, and maintaining relationships, while influencing field sales leaders and advisors to achieve results.

• Self-motivated and accountable.

🏝️ Benefits

• Vacation time.

• Sick leave.

• 401(k) plan.

• Health insurance coverage.

• Dental insurance options.

• Life insurance benefits.

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

• An inclusive and accessible recruitment process.

• Reasonable accommodation support for individuals with disabilities.