Regional Business Development Consultant

Overview

Employer Industry: Financial Services

Why consider this job opportunity:

• Salary up to $90K base plus sales-based incentive opportunity, targeting total compensation of $100K - $125K
• Access to mentorship and networking opportunities within diverse Business Resource Groups
• Regular meetings and support from Regional Directors to drive territory results
• Inclusive and vibrant company culture that values ethics and integrity
• Opportunities for growth and professional development through training and learning platforms
• Strong focus on providing best-in-class customer service and support

• Expand the client base by providing personalized financial advice and executing the written sales plan
• Conduct coaching programs and virtual training sessions for advisors to enhance their financial planning capabilities
• Collaborate with Regional Directors to achieve wealth management goals and drive sales results
• Understand and implement the full Wealth Management and Insurance product suite to assist clients
• Report on 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 retail financial services
• 1+ years of experience in fee-based management
• Must reside in NC, SC, GA, FL, AL, LA, or MS and pass a non-registered fingerprint background check

• Series 7 license at the time of application
• Series 63 + 65, or 66 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 designation (CFP, CLU, CHFC) or currently in progress

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

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