Regional Sales Director - Series 65 Licensed

VirtualVocations
Norcross, Georgia, United States
Full-time
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A company is looking for a Regional Sales Director to manage and develop Advisor relationships.Key ResponsibilitiesSell new retirement plans and upsell fiduciary services to existing clientsDevelop and maintain relationships with current and new Financial AdvisorsDocument all activities accurately in CRM software and create tailored proposals for clientsRequired QualificationsMust possess a Series 65 certificationSelf-motivated with a high level of initiativeExperience working with various plan types, including 401(k) and 403(b)In-depth knowledge of employer-sponsored retirement plansAbility to work effectively across different functions in a fast-paced environment

10 days ago
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