Responsible for engaging and coaching advisors to grow their businesses organically
Partner with field leaders to drive results across the territory
Provide proactive support to all advisors in the designated area
Meet a service level agreement of minimum contact per coached advisor
Analyze data for reasons to drive sales results
Influence advisors to grow faster or course correct where needed
Build cohorts of likeminded advisors focused on growth topics
Curate content to generate discussion among peers
Drive the Four Disciplines of Execution via monthly calls
Facilitate dialogue and influence behavior change
Engage advisors in growth coaching via business planning and town halls
Assess advisor needs and provide a personalized growth plan
Travel with Field Leaders and team members to territory and national functions

3
5 years' relevant experience
Bachelor's degree or equivalent
Active Series 7 or ability to obtain within 90 days
Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
Active State IAR registration (S65 or S66) or ability to obtain within 90 days
Previous experience in financial services industry strongly preferred
Previous sales/marketing experience preferred
Strong written and verbal communication skills
Demonstrated ability working in a fast-paced environment
Previous experience working collaboratively with a wide variety of partners
Knowledge of financial planning principles and process
Ability to influence advisor and field leader behavior
Ability to coach advisors on compliant application of financial planning tools
Self-driven and accountable
Must have a valid work authorization that does not require visa sponsorship for employment in the United States

Regional Sales Manager

Key skills