Remote Jobs
Regional Sales Consultant - South Central Territory
What's your preference?
Job Description
- Req#: 7073368
Employer Industry: Investment Management
Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Strong focus on consultative sales approach with access to a diverse range of investment solutions
- Flexible remote work opportunity, allowing you to work from anywhere within the designated territory
- Be part of a reputable firm with a long history of helping clients achieve financial goals
- Supportive company culture centered on core values that guide daily operations and client interactions
What to Expect (Job Responsibilities):
- Develop and manage a data-driven distribution plan to expand intermediary relationships and generate new business leads
- Serve as a subject matter expert on the employer's investment solutions and services
- Implement the consultative sales process effectively to meet sales goals
- Build and maintain strong relationships with advisors to achieve asset retention goals
- Present at client seminars and training sessions, and attend industry conferences as assigned
What is Required (Qualifications):
- Minimum of 5 years of experience as a successful External Wholesaler in the investment services industry
- Bachelor’s Degree
- FINRA Series 6 or 7 licensed, with 63 and 65 required
- Proficiency in CRM, Microsoft Excel, Word, and PowerPoint software programs
- Strong understanding of capital markets and the ability to communicate this knowledge effectively
How to Stand Out (Preferred Qualifications):
- CIMA, CFP, CPWA, BFA, or CFA certification(s)
- Familiarity with Morningstar and/or Zephyr software programs
#InvestmentManagement #SalesOpportunity #RemoteWork #CareerGrowth #FinancialAdvisors
"We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."About the company
The best remote jobs for you
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.