Regional Sales Consultant

Frontier Asset Management, L.L.C.

Regional Sales Consultant for financial services assisting advisors in client relations and service. Focused on developing new advisor relationships and supporting sales efforts.

Posted 5/9/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $70,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial services salescustomer serviceorganizational skillsproject managementwritten communicationoral communicationverbal communicationSalesForceMicrosoft OfficeZoom

Soft Skills

strong communicationcustomer service spiritorganizational skillsability to manage multiple projects

Certifications

Bachelors degreeSeries 65CFP