7 дней назад
ABDG Regional Sales Director
114 500 - 157 400$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
ABDG Regional Sales Director (Financial Services/Sales Leadership): Driving advisor net flows and regional sales strategy through virtual advisor engagement, sales opportunity analysis, and coordination with field leaders, wholesalers, and product partners with an accent on wealth management, financial advice, and regional planning. Focus on analyzing performance gaps, coaching advisors, facilitating client case discussions, and leading sales execution across the U.S. region.
Location: Remote within the United States; preference for candidates in the Southern States, including Florida and Atlanta, Georgia. Travel of approximately 25% may be required.
Base salary: $114,500–$157,400 per year, with potential bonus, commissions, and long-term incentives.
Company
Diversified financial services organization providing financial planning and advice, asset management, insurance, and annuity solutions to individual, small business, and institutional clients.
What you will do
- Drive advisor net flows through virtual interactions, defined visits, and advisor meetings.
- Execute the regional sales plan and support field leaders, advisors, wholesalers, and product partners.
- Analyze sales opportunities, advisor segments, regional needs, and performance gaps to develop solutions.
- Coordinate with corporate communications, wealth management resources, RiverSource, Columbia Threadneedle Investments, and third-party wholesalers.
- Engage experienced advisor recruits and field leaders in financial advice, Confident Retirement conversations, and client case analysis.
- Direct product subject-matter experts and internal and external wholesaling activities.
Requirements
- Bachelor’s degree or equivalent experience.
- 7+ years of relevant work experience.
- Experience participating in client meetings, facilitating discussions, and conducting client case analysis.
- Ability to analyze data, identify trends, and develop solutions for gaps in regional plans.
- Demonstrated ability to lead and motivate advisors, leaders, and field staff through influence.
- FINRA Series 7 and state securities and investment adviser representative licensing: S63 or S66 and S65 or S66.
Nice to have
- Strong written and verbal communication skills, including presentations to small and large audiences.
- Executive presence, resilience, discipline, and emotional competence.
- Knowledge of wealth management and risk products.
- Sales experience and advisor coaching skills.
Culture & Benefits
- Remote work with travel and any in-person collaboration expectations discussed during the hiring process.
- Full-time exempt employment.
- Vacation and sick time.
- 401(k), health, dental, and life insurance benefits.
- Applicants must already have U.S. work authorization and must not require current or future visa sponsorship.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
13 дней назад
Regional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California
155 000 - 185 000$
13 дней назад
Director, Property Data Sales
148 600 - 198 200$
13 дней назад
Wealth Solutions Consultant (Private Wealth)
130 000 - 150 000$
13 дней назад
Regional Director, Independent Advisors (Financial Services)
155 000 - 185 000$
13 дней назад
Sales & Business Development - Regional Director (Asset Management)
155 000 - 185 000$
8 дней назад
Director, Sales - Consumer Financial Services
141 500 - 165 000$