USCIS

Regional Sales Director

USCIS

full-time

Posted on:

Location Type: Office

Location: Woburn • Connecticut • Maine • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $260,100 - $468,175 per year

Job Level

Lead

About the role

  • 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
  • Financial Health
  • 75% 401k match up to 7%
  • 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 Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal Mentorship Opportunities
  • Annual Education Stipend
  • Tuition Reimbursement
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesmarketingportfolio management
Soft Skills
relationship buildingindependent workteamworktime managementproblem solving
Certifications
CFP