Strategic Sales Leader

Há 24 horas

Brasil beBeeAsset Tempo inteiro US$255.000
Job Overview

This Sales leadership position offers an exciting opportunity to join our Asset Management organization and drive sales growth in the Pacific Southwest territory.

Key Responsibilities
  • Cultivate relationships with DC Specialist Advisors to achieve annual sales and retention goals, focusing on pipeline and closed investment wins.
  • Create and implement a strategic territory management plan to optimize sales results and collaborate with internal stakeholders in Investments, Marketing, and National Accounts.
  • Develop high-impact engagements, including finalist presentations and value-add presentations to plan sponsors, to build strong relationships and drive business outcomes.
  • Share best practices and contribute to a collaborative culture within the DCIO Field Sales Team.
Requirements
  • Bachelor's degree or equivalent combination of education and relevant experience.
  • A minimum of 10 years of external wholesaling experience in the Pacific Southwest territory.
  • Experience in DCIO and/or Retirement Plan Sales is highly valued.
  • FINRA Series 7 and Series 63 licenses are required.
  • Self-directed individuals with a willingness to travel (50%) are preferred.
Benefits
  • An annual bonus eligibility based on company and individual performance.
  • A generous retirement plan and competitive compensation package.
  • Flexible hybrid work schedule with full-time remote work option.
  • Comprehensive health and wellness benefits, including online therapy.
  • Opportunities for professional growth and participation in cross-enterprise initiatives.
What Sets Us Apart
  • CIMA, MBA, CFP, or CFA certifications are highly valued.
  • Extensive knowledge of the DC industry, including DCIO and/or Retirement Plan Sales.
  • Advanced sales, service, and relationship management skills.
  • Outstanding verbal and written communication and public speaking skills.
  • A comprehensive network of DC Specialist Advisor relationships.

Industry: Asset Management

Location: Pacific Southwest

We prioritize candidate privacy and champion equal-opportunity employment. Our mission is to foster a fair, transparent, and secure hiring environment for all.

We are not the EOR (Employer of Record) for this position. Our role is to connect outstanding candidates with top-tier employers.

#AssetManagement #SalesDirector #RemoteWork #CareerGrowth #DiversityAndInclusion

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