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5 часов назад

Regional Sales Manager (Financial Services)

68 700 - 120 600$
Формат работы
hybrid
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Regional Sales Manager (Financial Services): Coaching financial advisors and developing regional growth programs focused on client acquisition, net flows, and practice management with an accent on advisor engagement, cohort-based learning, and behavior change. Focus on analyzing performance data, building tailored growth plans, delivering technical learning labs, and influencing sales results across a territory.

Location: Minneapolis, Minnesota; employees work in the office at least four days per week, with one day of work-from-home flexibility.

Base salary: $68,700–$120,600 per year, with potential variable compensation through bonuses, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

  • Coach financial advisors across a territory on client acquisition, net flows, and practice management.
  • Analyze advisor data to identify opportunities, drive sales results, and support behavior change.
  • Build and facilitate advisor cohorts, learning labs, town halls, and business-planning sessions.
  • Create tailored growth plans and define leading and lagging performance indicators with advisors and field leaders.
  • Develop and deliver technical and technology-focused training content regionally and nationally.
  • Travel with field leaders and team members to territory and national events, presenting virtually and in person.

Requirements

  • 3–5 years of relevant experience.
  • Bachelor’s degree or equivalent.
  • Active Series 7 license or ability to obtain it within 90 days.
  • Active state securities agent registration, S63 or S66, or ability to obtain it within 90 days.
  • Active state IAR registration, S65 or S66, or ability to obtain it within 90 days.
  • Valid US work authorization without current or future visa sponsorship requirements.

Nice to have

  • Financial services, sales, or marketing experience.
  • Knowledge of financial planning principles and advisor practice management systems.
  • Strong coaching, training, presentation, communication, collaboration, and influencing skills.
  • Experience managing multiple priorities in a fast-paced environment.

Culture & Benefits

  • Face-to-face collaboration and in-person relationship building are central to the work environment.
  • Vacation and sick time.
  • 401(k) and health, dental, and life insurance.
  • Pay-for-performance compensation with role-dependent variable compensation opportunities.

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