Regional Business Development Consultant

Overview

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary up to $90K base salary with total target compensation of $100K - $125K, including sales-based incentives
• Access to mentorship and networking opportunities within diverse Business Resource Groups
• Opportunity for career advancement within a strong, stable, and ethical organization
• Regular meetings with leadership to drive territory results and support personal development
• Access to learning content on various informational platforms to enhance skills
• Collaborative and inclusive culture that values ethics and integrity

• Collaborate with the Associate Regional Director to drive sales and business results in your designated territory
• Execute the written sales plan for each assigned agency as directed by the Regional Director
• Conduct coaching programs and virtual training sessions for advisors to enhance their financial planning skills
• Understand the full Wealth Management and Insurance product suite to assist clients and advisors effectively
• Report sales progress to ensure Wealth Management Sales Results are achieved

• Bachelor’s degree
• 3+ years of experience in the financial services industry
• 2+ years of experience in financial advising, internal wholesaling, or financial planning
• 1+ years of experience with fee-based management
• Must reside in NC, SC, GA, FL, AL, LA, or MS; ability to pass a non-registered fingerprint background check under FINRA

• Series 7 license at the time of application
• Series 63 and 65, or 66 licenses at the time of application or must obtain within 180 days
• 2+ years of financial planning or advising experience
• Strong presentation skills in both live and virtual formats
• Industry designations such as CFP, CLU, or CHFC, or currently in progress

#Financial Services #Wealth Management #Career Opportunity #Competitive Pay #Diversity And Inclusion

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