Regional Director (Sales)
Company: Fundfire
Location: Boston
Posted on: November 7, 2024
Job Description:
The Regional Director (RD) is a sales professional who operates
independently and in partnership with external wholesalers to drive
sales in Natixis products and solutions. It is the Regional
Director's responsibility to uncover new sales and partnership
opportunities with both prospective and existing financial advisor
clients within a defined territory. This is a hybrid sales position
and is located in Boston, MA with expected in field travel of up to
25% of the time.What you will do:
- Proactive sales outreach to both new and existing financial
advisor clients via phone, email, virtual and in-person
meetings.
- Identify new opportunities and grow existing client base by
using data, profiling clients, fostering leads and closing business
both independently and/or in partnership with the field sales
teams.
- Build an efficient and thoughtful outreach strategy
incorporating both Company and regional goals.
- Meet or exceed regional sales targets and deliver on key firm
initiatives.
- Demonstrate high level market knowledge and the ability to
discuss Natixis investment solutions within the current economic
environment.
- Provide an exceptional client experience and leverage centers
of expertise where needed.What you will bring:
- Bachelor's degree or equivalent work experience.
- 2+ years of sales experience required, preferably within the
mutual fund or asset management industry.
- SIE, Series 7 & 63 licenses (or equivalent) required.
- Demonstrated knowledge of investment trends and the financial
advisory business.
- Understanding of sales technology tools a plus (i.e. Seismic,
Salesforce, Y Charts, MPI etc).
- Ability to work in team environment and build partnerships to
achieve common goals.
- Excellent time management, prioritization and organizational
skills, with a proven track record of delivering effective
results.
- Strong verbal and written communication skills.
- Ability to travel up to 25% of the time.
- High degree of self motivation and a desire to have a sales
career with upward progression in client facing roles.Who we are:We
put the best interests of our clients, employees, communities, and
environment first in everything we do. We're dedicated to fostering
a culture of collaboration, diversity, and inclusion that supports
employee growth. We believe this creates equal opportunities for
our employees - and better outcomes for our clients and
communities. We offer a robust benefits package designed to
integrate life and work and to support our employees. Benefits
include, but are not limited to; comprehensive medical, dental and
vision insurance, paid time off, 401k plan, tuition reimbursement,
student loan repayment program, wellness benefits and volunteer
programs.How To ApplyPlease forward all correspondence to
Isabella.DiGiacomo@natixis.com
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Keywords: Fundfire, Arlington , Regional Director (Sales), Sales , Boston, Massachusetts
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