Regional Sales Consultant (Fintech)

TL;DR

Regional Sales Consultant (Fintech): Leading and driving territory growth by managing relationships with advisors to position mutual fund platforms with an accent on executing marketing campaigns and sales outreach. Focus on identifying new opportunities, managing activity metrics, and effectively positioning financial products within the market.

Location: Must be based in California, USA

Salary: $55,220–$69,030 USD

Company

hirify.global is a leading financial services company committed to helping individuals and communities reach a better financial future through inclusive and purpose-driven solutions.

What you will do

• Execute marketing campaigns to drive sales growth within the assigned territory.
• Position mutual fund products effectively within the market space.
• Conduct daily outbound and inbound sales calls to advisors.
• Initiate follow-ups on sales leads and identify new business opportunities.
• Manage and track call, activity, and quality metrics to ensure performance goals are met.

Requirements

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

Culture & Benefits

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