ABDG Regional Sales Director (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
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
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.
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