5 часов назад
Regional Sales Manager (Financial Services)
68 700 - 120 600$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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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