Regional Sales Consultant (Fintech)

TL;DR

Regional Sales Consultant (Fintech): Leading and driving territory growth by building relationships with advisors to position the mutual fund platform with an accent on sales execution and market positioning. Focus on executing marketing campaigns, managing outbound/inbound sales calls, and optimizing call quality metrics.

Location: Hybrid (Must be based in California, US)

Salary: $55,220 - $69,030 USD

Company

hirify.global is a financial services company committed to providing access to financial opportunities for individuals and communities.

What you will do

• Lead territory growth by creating and maintaining relationships with advisors.
• Execute marketing campaigns to drive sales within the assigned territory.
• Position Voya’s mutual fund products effectively within the market.
• Manage daily outbound and inbound sales calls.
• Identify new opportunities and resolve sales-related inquiries.
• Track and manage call activity and quality metrics.

Requirements

• Bachelor’s degree or equivalent.
• 2-4 years of experience in sales and marketing.
• 2-4 years of experience selling or servicing mutual funds.
• Series 6 License required.
• Strong telephone, written, and verbal communication skills.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) Savings plan with up to 6% company matching.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Generous PTO, including 20 days off, 9 company holidays, and a Diversity Celebration Day.
• 40 hours of paid volunteer time per year.