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Description

Job Summary

Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional financial advisors, branches and agents to generate required production/sales revenue from financial products throughout a given territory using a hybrid model approach. Results are evaluated for achieving goals and objectives. Extensive contact with internal and external clients is required to sell financial products and generate revenue for the company.

The territory will cover California, Arizona, Utah, Nevada, Oregon and Washington. Residence within the territory, or willingness to relocate to the territory, is required.

Essential Duties and Responsibilities

• Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory.

• Assists with educating financial advisors on the benefits of offered products and services for their clients through individual or group meetings, presentations, branch visits, seminars and conferences/trade shows.

• Assists with developing and implementing business plans for the territory to deliver on sales goals.

• Presents sales activities at weekly meetings.

• Maintains activity logs and/or databases to create and maintain profile levels and data on current and proposed activity.

• Works closely with assigned internal sales team to deliver goals by identifying and fostering leads generated from referrals, ad campaigns and territory canvassing.

• Manages expense account within allotted budget.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Fundamental concepts, principles and practices of the securities industry and asset management products.

• Broker/dealer operations.

Skill in

• Identifying the needs of customers through effective questioning and listening techniques.

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Preparing and delivering clear, convincing and professional sales presentations to small and large audiences.

• Problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner.

• Analyzing business processes and identifying process improvement opportunities.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

• Must have full-time travel schedule (3 weeks per month) and for the person to “preferably” live in their territory.

• Represent the company in a highly professional manner.

• Organize, prioritize, and manage tasks and projects to complete work efficiently.

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives and convince others to accept ideas or goals.

• Develop and maintain effective working relationships with team members, internal partners, and external parties.

• Assimilate and prioritize strategies into operational guidelines.

• Work independently as well as collaboratively within a team environment.

• Establish clear directions and priorities.

Education/Previous Experience

• Bachelor’s Degree (B.A.) in Finance or related field and a minimum two (2) to three (3) years of experience in the financial services industry. Sales experience highly desired.

• OR

• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied.

• FINRA Series 7 and the ability to obtain other necessary license within sixty (60) days of hire.

• CIMA certification or the ability to obtain within one (1) year of hire is required to progress to subsequent levels in the position.

Job: Business Development

Primary Location: US-AZ-Scottsdale-Scottsdale

Other Locations: US-Indiana, US-Utah, US-Washington, US-Oregon, US-California, US-FL-St. Petersburg-Saint Petersburg, US-Arizona

Organization Asset Management Services

Schedule Full-time

Job Shift Day Job

Travel Yes, 75 % of the Time

Req ID: 2401634