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Regional Sales Director
Remote / Online - Candidates ideally in
Coos Bay, Coos County, Oregon, 97458, USA
Listed on 2026-02-24
Coos Bay, Coos County, Oregon, 97458, USA
Listing for:
Morningstar
Remote/Work from Home
position Listed on 2026-02-24
Job specializations:
-
Business
Business Development, Client Relationship Manager -
Sales
Business Development, Client Relationship Manager
Job Description & How to Apply Below
Employer Industry: Investment Management
Why consider this job opportunity- Total cash compensation up to $468,175 USD
- Comprehensive health benefits including medical, dental, and vision coverage
- Generous 401k match up to 6% of salary and stock ownership potential
- Flexible hybrid work environment with a focus on collaboration
- Unique benefits such as a 6-week paid sabbatical program and leadership coaching
- Opportunities for personal growth through tuition reimbursement and wellness incentives
- Build and maintain strong relationships with plan sponsors and retirement plan providers
- Develop and deliver presentations that effectively communicate business marketing messages
- Identify opportunities for expanding client relationships and promoting managed account services
- Collaborate with field sales representatives and functional teams to create tailored client solutions
- Monitor client and competitive activities in the marketplace to provide strategic feedback
- Minimum 5 years of customer-facing sales experience in investment management or financial services
- Strong negotiation and persuasion skills with a team-oriented approach
- Excellent written and verbal communication abilities
- Proficient in Microsoft Office Suite, including PowerPoint, Excel, and Word
- Bachelor’s degree is required; additional designations like CIMA/AIF/CFP are highly desirable
- Previous experience in retirement plan sponsor sales or intermediary markets
- Proven track record of achieving sales targets and driving asset growth
- Familiarity with managed accounts and custom models in retirement solutions
- Strong analytical skills to assess market trends and client needs
- Experience working in a hybrid or remote work environment
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