Regional Sales Consultant
On-site · Melville, New York, United States or Lisle, Illinois, United States
Job Summary
Regional Sales Consultant supporting external wholesalers to retain and grow client relationships within the assigned territory; responsibilities include prospecting new contacts, managing accounts, coordinating with the Regional Vice President, using CRM to track advisor activities, coordinating regional marketing plans, and communicating fund objectives and portfolio strategies to clients. The role emphasizes building relationships with investment professionals, generating leads, executing territory plans, and driving revenue growth through collaboration with other sales teams and marketing support.
Required Qualifications
- 1-2 years of experience in the financial services industry
- Bachelor’s Degree preferred
- FINRA Series 7 & 66 licensing
- Excellent communication and group presentation skills
- Mathematical aptitude and skills
- Experience with Microsoft Office Suite (Word, Excel, Outlook, Power Point)
- CRM, Salesforce.com experience a plus
- Ability to manage multiple projects and meet deadlines
- Collaborative work style and ability to implement ideas
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