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Regional Sales Director

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🕒 3 days ago

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Logo of USCIS

USCIS

10,000+ employees

Founded 2003

🏛️ Government

🤝 Non-profit

🌍 Social Impact

Government • Non-profit • Social Impact

USCIS is the U. S. Government agency responsible for overseeing lawful immigration to the United States. It handles applications for permanent residency, citizenship, and various immigration benefits, ensuring compliance with U. S. immigration laws through various services, tools, and resources for individuals and families. USCIS also provides information on humanitarian programs and immigration relief for those affected by unforeseen circumstances, making it a vital resource for immigrants and refugees in the U. S.

📋 Description

• 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.

🎯 Requirements

• 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

🏖️ Benefits

• 100% 401k match up to 6% of salary • Stock Ownership Potential • Company provided life insurance - 1x salary + commission • Comprehensive health benefits (medical/dental/vision) including 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

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