SUMMARY: This function is responsible for gathering and utilizing marketing intelligence in a territory within a distribution channel. Together with the external wholesaler, the Regional Sales Consultant is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory.
Make proactive marketing calls within territory focusing on all levels of sales (acquisition, development and retention).
Develop and maintain relationships with existing financial advisors in order to sell Virtus products and to identify new sales opportunities.
Work as a partner with the external wholesaler in order to formulate and implement a business plan sales strategy.
Convey sales ideas, accurate product information and gather marketing data in discussions with targeted financial advisors.
Document information in CRM system from conversations with financial advisors pertinent to business and relationship development to be referenced in follow-up calls.
Creates daily Sales Plan, making sound business decisions in terms of prioritizing and managing workload.
Support strategic marketing initiatives on corporate and department level.
Develop and maintain business relationships with internal Virtus resources.
Deliver effective presentations promoting Virtus’ products, services and competitive advantages: presentations given to internal audiences.
Develop and enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisors.
Assist with any projects or events implemented in support of Virtus’ marketing vision
Ensure completion of administrative tasks, including but not limited to: mailing; documentation, etc.
Bachelor’s degree with 3-6 years’ related experience
FINRA Series 7 and (66 or 63 and 65)
Strong preference for Spanish-speaking candidates
Ability to solve moderately complex problems
Ability to provide clarity for others to accept new ideas or changing concepts.
Ability to work in a fast-paced environment with strict and demand deadlines and priorities that are subject to change
Proficiency in MS Outlook and SalesPage
Outstanding written and verbal communication skills, superior sales skills and an excellent client service aptitude and attitude.