Regional Sales Director

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🕒 vor 4 Tagen

🌵 Arizona, California, +1 weitere Bundesländer – Remote

🌵 Arizona – Remote 🏄 California – Remote ☕ Washington – Remote

💵 $260.100 - $468.175 / Jahr

⏰ Vollzeit

🔴 Experte

🤑 Vertrieb

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USCIS

WebsiteLinkedInAlle Stellen

10.000+ Mitarbeiter

Gegründet 2003

🏛️ Regierung

🤝 Non-Profit

🌍 Soziale Wirkung

Government • Non-profit • Social Impact

USCIS pflegt Amerikas Versprechen als ein Land des Willkommenheißens und der Möglichkeiten mit Fairness, Integrität und Respekt für alle, denen wir dienen.

Beschreibung

• Drive sales results with target market of financial advisors in your respective region • Establish, cultivate, and develop strong relationships with existing advisor base • Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios • Follow up on leads in tandem with your internal sales consultant • Strategically manage time to maximize sales in territory • Utilize Salesforce as a CRM to maximize penetration success • Perform special tasks as needed

🎯 Anforderungen

• Minimum of 4 years related industry experience • Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community • Strong ability to understand and evaluate a financial advisor's practice • Ability to work independently as well as in concert with an internal sales counterpart • Strong interest and ability to explain portfolio management concepts • Ability to work in a team environment and own issues as they arise • Nice to have: CFP or other Designations

🏖️ Vorteile

• 100% 401k match up to 6% of salary • Stock Ownership Potential • Company provided life insurance - 1x salary + commission • Comprehensive health benefits (medical/dental/vision) • Potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages • Additional medical Wellness Incentives - up to $300-$600 annual • Company-provided long- and short-term disability insurance • Trust-Based Time Off • 6-week Paid Sabbatical Program • 6-Week Paid Family Caregiving Leave • Competitive 8-24 Week Paid Parental Leave • Adoption Assistance • Leadership Coaching & Formal Mentorship Opportunities • Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses • Tuition Reimbursement • Charitable Matching Gifts program • Dollars for Doers volunteer program • Paid volunteering days • 15+ Employee Resource & Affinity Groups