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4 дня назад

ABDG Regional Sales Director - AFG (Wealth Management)

114 500 - 157 400$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
ABDG Regional Sales Director - AFG (Wealth Management): Accelerating revenue, GDC production, asset accumulation, and client growth for advisors transitioning books of business through the EAR Ramp Up program with an accent on book-of-business analysis, coaching, pipeline management, and strategic growth planning. Focus on recovering and exceeding pre-transition production, identifying AUM and client acquisition opportunities, and building sustainable advisor growth systems.

Location: Remote within any US location; preferred location is the greater Minneapolis area. Travel of 25% is required, with expectations for in-person collaboration discussed during the hiring process.

Base salary: $114,500–$157,400 per year, plus potential bonus, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services organization providing financial planning and advice, asset management, insurance, and annuity services.

What you will do

  • Drive post-transition revenue growth, GDC production, asset accumulation, client acquisition, and book retention for advisors in the EAR Ramp Up program.
  • Build and execute 12-month growth plans focused on revenue recovery, production acceleration, and sustainable organic growth.
  • Analyze books of business, client segmentation, revenue concentration, net flows, pipelines, and performance data to identify actionable opportunities.
  • Coach advisors through one-on-one consultations, practice reviews, prospecting disciplines, scalable service models, and execution routines.
  • Coordinate with field leaders, lead advisors, Wealth Management Specialists, RiverSource partners, and other business resources.
  • Track scorecards, engagement, GDC growth, asset gathering, client acquisition, pipeline activity, and transition outcomes.

Requirements

  • Bachelor’s degree or equivalent experience.
  • 7+ years of relevant work experience, including participation in client meetings and client case analysis.
  • Strong analytical, leadership, communication, coaching, and business development capabilities.
  • FINRA Series 7 and active state securities agent registration through Series 63 or 66, or the ability to obtain them within 90 days.
  • Active state IAR registration through Series 65 or 66, or the ability to obtain it within 90 days.
  • Valid US work authorization is required without current or future visa sponsorship.

Nice to have

  • Wealth Management and Risk product knowledge.
  • Sales experience and demonstrated advisor coaching skills.
  • Executive presence and experience presenting to small and large audiences.

Culture & Benefits

  • Remote work is available from any US location.
  • 25% travel is expected.
  • Benefits include vacation, sick time, 401(k), and health, dental, and life insurance.
  • Compensation may include performance-based bonus, commissions, and long-term incentives.

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