Назад
Company hidden
8 дней назад

ABDG Regional Sales Director (Financial Services)

114 500 - 157 400$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
senior/director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
ABDG Regional Sales Director (Financial Services): Leading regional sales efforts for financial products through advisor engagement, net-flow growth, opportunity analysis, and coordination with field leaders and product specialists with an accent on strategic planning, client case analysis, and advisor support. Focus on analyzing regional data, coaching advisors, facilitating client discussions, and driving territory goals across virtual and in-person collaboration.

Location: Remote within the United States, with preference for candidates in Washington, Oregon, California, Nevada, Arizona, or the Minneapolis/St. Paul area. Travel of approximately 25% is required.

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 company providing financial planning, investment management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

  • Drive advisor net flows through virtual advisor interactions, defined visits, and advisor meetings.
  • Execute regional plans and support field leaders, advisors, wholesalers, and product partners.
  • Analyze sales opportunities, segmentation, regional engagement, and plan performance to identify trends and solutions.
  • Coordinate with corporate communications, wealth management services, RiverSource, Columbia Threadneedle Investments, and third-party wholesalers.
  • Engage experienced advisor recruits and field leaders in financial advice, 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, supporting discussions, and conducting client case analysis.
  • Ability to analyze data, identify trends, articulate solutions, and lead advisors, leaders, and field staff through influence.
  • FINRA Series 7 and state securities licensing through Series 63 or 66, plus state IAR licensing through Series 65 or 66, or willingness to obtain the required licenses within 90 days.
  • Valid U.S. work authorization that does not now or in the future require visa sponsorship is required.

Nice to have

  • Strong written and verbal communication skills and executive presence.
  • Wealth management and risk product knowledge.
  • Sales experience, advisor coaching skills, resilience, and disciplined execution.

Culture & Benefits

  • Remote work with virtual collaboration and travel or in-person expectations discussed during hiring.
  • Vacation and sick time.
  • 401(k) and health, dental, and life insurance benefits.
  • Potential variable compensation through bonuses, commissions, and/or long-term incentives.

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 →