12 дней назад
Regional Sales Manager - AAG Northern States (Financial Services)
76 300 - 104 900$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Regional Sales Manager - AAG Northern States (Financial Services): Coaching financial advisors across the AAG Northern States region to increase client acquisition, net flows, and practice-management performance with an accent on regional training, cohort development, and behavior change. Focus on analyzing growth data, building learning labs, influencing advisor performance, and delivering coaching through in-person and virtual programs.
Location: Minneapolis, Minnesota; at least four days per week in the office, with one day per week available to work from home.
Base salary: $76,300–$104,900 per year, plus potential variable compensation such as bonuses, commissions, and long-term incentives.
Company
is a diversified financial services company providing financial planning, investment management, insurance, and advisory services.
What you will do
- Coach financial advisors across the AAG Northern States region on client acquisition, net flows, and practice management.
- Analyze advisor data, identify growth opportunities, and use proactive calls, chats, and virtual meetings to influence results and behavior change.
- Build advisor cohorts, curate growth content, facilitate peer discussions, and track commitments and performance indicators.
- Create personalized business-growth plans, learning labs, and technology-focused training programs.
- Partner with field leaders and advisor champions to align and deliver regional and national training content.
- Travel with field leaders and team members to territory and national functions and present to advisor groups.
Requirements
- 3–5 years of relevant experience.
- Bachelor’s degree or equivalent.
- Active Series 7 license or ability to obtain it within 90 days.
- Active state securities agent registration, S63 or S66, or ability to obtain it within 90 days.
- Active state IAR registration, S65 or S66, or ability to obtain it within 90 days.
- Valid US work authorization without current or future visa sponsorship requirements is required.
Nice to have
- Financial services, sales, or marketing experience.
- Knowledge of financial planning principles and advisor practice-management systems.
- Strong coaching, training, presentation, communication, collaboration, and influencing skills.
- Experience managing competing priorities in a fast-paced environment.
Culture & Benefits
- Client-centric, relationship-based work environment centered on face-to-face collaboration.
- Flexible hybrid schedule with one work-from-home day per week.
- Vacation and sick time.
- 401(k) and health, dental, and life insurance benefits.
- Pay-for-performance compensation philosophy with potential variable pay.
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