
51 - 200 employees
🛡️ Insurance
💸 Finance
🏠 Real Estate
💰 $24.8M Venture Round on 2019-06
Insurance • Finance • Real Estate
NexPoint is a Dallas-based, alternative investment advisor that is committed to delivering best-in-class offerings to its wide range of investors. Founded in 2012, NexPoint is comprised of investment advisors and sponsors, a broker-dealer, and a suite of related investment vehicles. The company offers expertise in real estate, asset management, and financial services through its cutting-edge platform, which includes public and private real estate investment trusts, tax-advantaged real estate vehicles, closed-end funds, interval funds, and a business development company. In addition to its business endeavors, NexPoint is dedicated to philanthropic initiatives that benefit the Dallas community.
🔥 4 minutes ago
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51 - 200 employees
🛡️ Insurance
💸 Finance
🏠 Real Estate
💰 $24.8M Venture Round on 2019-06
Insurance • Finance • Real Estate
NexPoint is a Dallas-based, alternative investment advisor that is committed to delivering best-in-class offerings to its wide range of investors. Founded in 2012, NexPoint is comprised of investment advisors and sponsors, a broker-dealer, and a suite of related investment vehicles. The company offers expertise in real estate, asset management, and financial services through its cutting-edge platform, which includes public and private real estate investment trusts, tax-advantaged real estate vehicles, closed-end funds, interval funds, and a business development company. In addition to its business endeavors, NexPoint is dedicated to philanthropic initiatives that benefit the Dallas community.
• Own and execute the sales strategy for a multi-state territory, with accountability for asset growth and advisor engagement • Develop and maintain relationships with financial advisors, branch managers, home office personnel, and key decision-makers • Identify and cultivate new advisor relationships while strengthening and expanding existing partnerships • Deliver presentations on NexPoint's investment products, market outlook, and portfolio solutions • Educate advisors on alternative investment strategies, including real estate, private credit, interval funds, private placements, BDCs, and income-oriented investments • Partner with Internal Wholesalers to coordinate advisor coverage, business development initiatives, and follow-up activities • Create and execute territory business plans, including advisor segmentation, sales campaigns, and travel scheduling • Maintain product knowledge and industry expertise to position NexPoint's solutions competitively • Attend industry conferences, advisor events, due diligence meetings, and networking opportunities • Utilize CRM tools and sales reporting systems to track activity, manage pipelines, and monitor territory performance • Collaborate with marketing, product management, compliance, and senior leadership teams to support strategic initiatives and business growth • Report to the National Sales Director
• Bachelor's degree required • Series 7, Series 63, and Life Insurance licenses required • Must reside within the assigned territory • Willingness to travel approximately 80% of the time • Minimum 3-5 years of successful external wholesaling experience with a documented track record of asset growth and sales achievement • Experience covering wirehouse, regional broker-dealer, independent broker-dealer, and/or RIA channels • Experience distributing alternative investments, real estate investment products, private placements, interval funds, mutual funds, annuities, or similar investment solutions • Demonstrated ability to build trusted advisor relationships and influence investment decision makers • Strong consultative sales, presentation, and territory management skills • Ability to understand and articulate complex investment concepts and market themes to sophisticated audiences • Self-motivated, highly organized, and entrepreneurial with a strong competitive drive • Proven ability to work collaboratively with internal sales, operations, and cross-functional teams
• Competitive base salary and commission plan based on experience and performance • Industry leading health insurance plan with no employee premiums or deductibles • 401(k) plan with employer match
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