Regional Sales Director - IA, NE, & AZ

About the position This is a full-time on-site role for a Mutual Fund/ETF Wholesaler servicing IA, NE, & AZ. The role involves developing and maintaining relationships with financial advisors, promoting mutual funds/ETF, other investment products, and executing sales strategies to achieve business growth. Responsibilities include identifying new sales opportunities, providing product insights and support, preparing financial and business planning presentations, and contributing to client investment solutions. The individual will work closely with internal teams to align strategies and ensure client success. Responsibilities • Developing and maintaining relationships with financial advisors • Promoting mutual funds/ETF, other investment products • Executing sales strategies to achieve business growth • Identifying new sales opportunities • Providing product insights and support • Preparing financial and business planning presentations • Contributing to client investment solutions • Working closely with internal teams to align strategies and ensure client success Requirements • Proficiency in Business Planning and Finance to assist clients in developing tailored investment strategies • Knowledge of Investments and Wholesale practices, with experience managing mutual funds and alternative asset classes • Strong Sales skills and the ability to establish and nurture client relationships • Excellent communication, presentation, and organizational skills • Bachelor’s degree in Finance, Business Administration, or a related field • Relevant license 7 and 63 or 65 is required • Proven track record of meeting or exceeding sales targets in the financial services industry • Ability to work effectively both independently and collaboratively with a team Benefits • Medical • Dental • Vision • Flexible PTO • Family Medical Leaves • Disability Leaves • Education Tuition Reimbursement • 401k plan with a generous employer match