5 часов назад
Regional Vice President, Mutual Funds NJ/E Philadelphia (Mutual Funds)
50 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Regional Vice President, Mutual Funds NJ/E Philadelphia (Mutual Funds): Distributing Transamerica mutual fund products across a defined territory by developing adviser relationships, conducting in-person sales meetings, and growing regional sales with an accent on financial services distribution and external wholesaling. Focus on reaching prospective advisers, supporting existing business, partnering with an Internal Wholesaler, and maintaining compliance while travelling extensively throughout the territory.
Location: Work from home in the USA; remote field/travel environment with more than 50% travel within the defined NJ/E Philadelphia territory.
Salary: $50,000 generally, plus potential annual bonus and sales incentives.
Company
is a financial services company providing insurance, retirement, investment, and savings solutions as part of the international Aegon group.
What you will do
- Distribute mutual fund products across a defined territory.
- Develop new business and maintain adviser relationships through in-person sales meetings.
- Provide advisers with current product information and business-building ideas.
- Identify and contact prospective advisers to grow sales and market share.
- Manage business in partnership with an Internal Wholesaler and allocate company resources.
- Attend sales conferences, regional meetings, training, and required sales meetings while maintaining compliance.
Requirements
- Bachelor’s degree in a business field or equivalent experience.
- Five years of sales experience in the financial services industry.
- FINRA Series 7 and Series 63 licenses.
- Outstanding communication and presentation skills.
- Strong time management, organizational, teamwork, and technology skills.
- Availability for extensive travel exceeding 50% within the defined territory.
Nice to have
- Master’s degree.
- Experience with external wholesaling of financial services products.
Culture & Benefits
- Remote work arrangement with field travel.
- Competitive pay, bonus eligibility, and potential sales incentive plans.
- Pension plan, 401(k) match, employee stock purchase plan, and employee discounts.
- Medical, dental, vision, disability, and other insurance benefits.
- Paid time off, paid holidays, parental leave, adoption assistance, and backup care.
- Tuition reimbursement, career training, wellness programs, employee resource groups, and inclusion programs.
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