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Regional Sales Director
Location
Arizona + 2 moreAll locations: Arizona | California | Washington
Posted
16 days ago
Salary
$260.1K - $468.2K / year
Seniority
Lead
Job Description
Regional Sales Director
USCIS
• 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
Job 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)
- 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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