Regional Consultant in Financial Sales

Join Russell Investments as a Regional Consultant, where your sales skills will help build relationships with investment advisors. Engage in a mix of outreach methods to meet sales goals.

This role is essential for cultivating sales growth across your assigned region by developing connections with both new and established advisors. You will utilize your knowledge of Russell's offerings and client needs to ensure effective solutions. Close collaboration with the sales team is key to achieving desired sales outcomes and executing territory action plans.

Key Responsibilities:

• Drive sales through advisor relationship building

• Execute defined sales calls and meetings

• Ensure thorough coverage of the sales region

• Book meetings and foster strong advisor commitments

• Keep accurate records and help manage CRM

Requirements:

• Bachelor’s degree in Finance or a related discipline

• 2-5 years of financial industry experience

• Experience with investment advisor relationships

• Strong organizational and sales capabilities

• Comfort in client-facing presentations

Leverage your sales talent in the role of Regional Consultant with Russell Investments to maximize growth and advisor engagement.
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