Regional Sales Consultant – Missouri/Midwest, Texas, or West Coast Territories

Location: Full-time remote work eligible; assigned Missouri/Midwest, Texas, or West Coast territories. U.S. locations referenced include Maryland, Colorado, Washington, Washington, D.C., New York, and California.

Base salary: $99,000–$178,000 annually, depending on location, experience, and skills. Discretionary bonus eligibility may apply.

Company

Global asset management organization providing equity, fixed income, multi-asset, and retirement investment solutions to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Develop and execute a regional business plan to increase advisor engagement, new business, sales, and asset growth.
• Build relationships with advisors, third-party administrators, investment providers, and other strategic partners.
• Conduct advisor meetings and provide market insights, product information, regulatory guidance, and practice management resources.
• Recommend retirement plan solutions aligned with advisor and client needs.
• Partner with internal subject matter experts on customized proposals, presentations, and competitive responses.
• Use market insights and territory data to identify opportunities and improve sales effectiveness.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 5+ years of experience in financial services, preferably retirement plan sales, relationship management, or another client-facing role.
• Ability to travel at least 50% within the assigned region.
• FINRA Series 6 and 63 licenses required, or ability to obtain them within 90 days of hire.
• Strong consultative sales, communication, presentation, organizational, and territory management skills.

Culture & Benefits

• Full-time remote work eligibility for this role.
• Competitive compensation and annual bonus eligibility.
• Retirement plan and health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.
• Collaborative and inclusive work environment with professional growth resources.