VP Senior Regional Director - Intermediary (Financial Services)

Location: Jacksonville, Florida; territory is Florida, and the candidate must reside in the territory. Travel, including overnight stays, and 20–25 weekly field appointments are required.

Salary: $100,000 USD annual base salary plus monthly commissions and annual bonus opportunities.

Company

hirify.global provides financial products and investment management solutions focused on helping individuals and communities achieve better financial outcomes.

What you will do

• Plan and manage territory resources to maximize sales using industry and firm data.
• Build and manage advisor pipelines, record activity in the CRM, and develop new relationships.
• Grow positive net cash flow and manage existing relationships with advisors across Florida.
• Conduct one-on-one meetings, presentations, conferences, and training workshops.
• Partner with a Regional Coordinator and internal business lines including DCIO, Workplace Solutions, and NQDC.
• Manage territory expenses and travel requirements.

Requirements

• 8+ years of sales experience wholesaling mutual funds, SMAs, and alternative products.
• Successful track record in consultative selling of open-end funds, SMAs, and private and public alternative investments.
• Experience selling to RIAs in the geographic market is required.
• Demonstrated ability to grow a territory through sales and business persistency over multiple years.
• Strong organizational, technical, presentation, communication, and independent-working skills.
• Series 7 and Series 66 licenses are required.

Culture & Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions of up to 6%.
• Employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• 20 paid days off, nine paid company holidays, and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.