Regional Consultant, Sales Placemark Investments

KEY RESPONSIBILITIES

This position will assume the following key responsibilities:


icon green arrow

Represent various branded and proprietary Placemark-enabled UMA solutions to retail investment advisors in a defined, multi-state territory.
icon green arrow

Educate fee-oriented advisors on the benefits of the UMA, introduce them to the Placemark desktop as a means of demonstrating those benefits and assist them in preparing initial investment proposals for investors.
icon green arrow

Develop distribution throughout the territory by building relationships and gaining commitment from advisors to use the Placemark product on a consistent basis.
icon green arrow

Provide feedback to the Placemark home office regarding potential new features, sales opportunities and marketing material.
Key Activities
icon green arrow

Meet with advisors in their respective offices to identify potential producers and develop product sales.
icon green arrow

Coordinate activities with internal sales partner to prioritize calling efforts, profile advisors, and optimize overall territory production.
icon green arrow

Develop efficient territory management plan and routine travel schedules.
icon green arrow

Maintain Placemark sales database by creating call reports and updating contact profiles.
icon green arrow

Meet administrative responsibilities by filing expense reports in a timely fashion

CORE COMPETENCIES & PERSONAL ATTRIBUTES

A qualified candidate must have the following key skills and capabilities:


icon green arrow

Demonstrated success selling retail investment management products in a wholesale environment to investment advisors
icon green arrow

High level of proficiency in mutual funds, separate accounts, asset allocation, and investment advisory subject matter
icon green arrow

Deep proficiency in investment consulting practices
icon green arrow

Effective territory management skills
icon green arrow

Ability to partner effectively with an inside sales partner
icon green arrow

Strong communication (both written and oral) skills

REQUIRED EXPERIENCE & CAPABILITIES

icon green arrow

Seven years minimum experience in retail financial services
icon green arrow

Five years minimum sales experience selling to the investment advisory community
icon green arrow

Proven ability to provide constructive feedback to sales management and product marketing
icon green arrow

Effective public speaking skills
icon green arrow

Professional attitude and appearance
icon green arrow

Experience / familiarity with implementing technology-based solutions
icon green arrow

NASD Series 65 license required
icon green arrow

NASD Series 7, 6, and/or 24 preferred


COMPENSATION & BENEFITS
Bullet Competitive salary plus sales commissions
Bullet Comprehensive benefits package including:
o Medical, dental and vision insurance
o 3 weeks paid vacation
o 401(k) plan with company match
o Employer paid life insurance, AD&D and short-term disability coverage.

Location:	US United States