Regional Sales Consultant

🕒 May 9

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Frontier Asset Management, L.L.C.

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2000

💸 Finance

🤝 B2B

Finance • B2B

Frontier Asset Management, L. L. C. is a Sheridan, Wyoming–based registered investment adviser with over 20 years of experience developing risk-managed investment strategies and actively managed ETFs. The firm focuses on downside-conscious portfolio construction through proprietary processes like Dynamic Downside Focus and FundFusion, offering core, tax-managed, faith-based, conservative income, specialty strategies, and Active ETFs to financial advisors, RIAs, and broker-dealers. Frontier provides model strategies, advisor tools and resources (e. g. , portfolio analyzer, performance reports, webinars) and emphasizes consultative, B2B relationships with advisors rather than direct retail management.

📋 Description

• Supporting the efforts of the firm’s Regional Directors • Communicating with existing or potential advisor clients as needed • Determining interest in Frontier’s services and providing information • Identifying prospective clients using the firm’s internal database as well as external sources • Providing follow up after sales meetings as well as conducting sales calls and presentations • Supporting the logistics of conference attendance by Frontier personnel • Maintain SalesForce database of current and prospective Advisors • Travel once a quarter • Commitment to continuing education

🎯 Requirements

• Bachelors degree • At least one year of experience in financial services sales • Demonstrate a customer service spirit • Strong organizational skills with the ability to manage multiple projects • Excellent written, oral and verbal communication • Strong computer skills including: SalesForce, Microsoft Office, Zoom • Desire to receive Series 65 and or CFP • Strong financial services knowledge

🏖️ Benefits

• Paid Time Off • Paid holidays • Health, Dental, Vision and Life Insurance • 401(k) with 4% Employer Match and current 4% Discretionary Contribution