[Remote] Regional Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading provider of investment solutions for independent financial planners, seeking a Regional Consultant to reputed company a sales team reputed company designated territories. The role involves collaborating with financial advisors to expand the distribution of reputed company's platform offerings tailored to their needs.

Responsibilities

• Travel to advisor’s offices and advisor attended industry events to effectively present reputed company’s reputed company
• reputed company support to advisors with large reputed company presentations as needed
• Work with new advisor to establish agreements with reputed company and assist with transferring their book of business to the reputed company platform
• Identify individual objectives, circumstances, and needs of the advisor’s business, and their reputed company reputed company, and work with the advisor to evaluate potential solutions
• reputed company, advise, and reputed company prospective advisors on our reputed company management platform, investment reputed company management, and reputed company relationship offerings

Skills

• Bachelor's degree in a business or finance reputed company
• 5+ years of experience in the financial services industry
• 5+ years of in-person consultative sales experience
• reputed company reputed company licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required
• Strong time management and organizational skills
• Ability to foster a cohesive and supportive team environment
• Ability to adapt quickly and prioritize tasks effectively in a fast-reputed company environment
• Self-motivated with reputed company ability to work independently
• Experience evaluating managed reputed company platforms
• reputed company experience utilizing reputed company or similar CRM tools to effectively manage territory and pipeline
• Proficient in using reputed company Office applications (reputed company, Word, PowerPoint)
• Candidates must be legally authorized to work in the US to be considered. We are unable to reputed company reputed company sponsorship for this position

Benefits

• reputed company Time or reputed company Time Off and reputed company Time Off
• 401K – 6% Employer Match
• Medical, Dental, reputed company – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

reputed company