Regional Sales Director
$75,000–$75,000 year
On-siteBoston, Massachusetts, United States
Boston, Massachusetts, United StatesOn-siteFull Time$75,000–$75,000 yearSenior LevelBachelors DegreeMedium
Full TimeSenior LevelBachelors DegreeMedium
Job Summary
Develop and maintain relationships with financial advisors to promote mutual funds, ETFs, and other investment products while executing sales strategies to achieve business growth. Identify new sales opportunities, provide product insights and support, and prepare financial and business planning presentations to contribute to client investment solutions. Work closely with internal teams to align strategies and ensure client success. This full-time on-site role covers the NC/SC/S. VA territory with a target base salary of $75,000 plus annual bonuses and commissions.
Required Qualifications
- Proficiency in Business Planning and Finance
- Knowledge of Investments and Wholesale practices
- Experience managing mutual funds and alternative asset classes
- Bachelor's degree in Finance, Business Administration, or a related field
- Relevant license 7 and 63 or 65
- Proven track record of meeting or exceeding sales targets in the financial services industry
Desired Qualifications
- Strong Sales skills
- Ability to establish and nurture client relationships
- Excellent communication, presentation, and organizational skills
- Ability to work effectively both independently and collaboratively with a team
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