RIA Sales Consultant (reputed company) – reputed company Store
August 19, 2025
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RIA Sales Consultant - 87SY5E We’re determined to reputed company a difference and are proud to be an insurance company that goes reputed company reputed company coverages and policies. Working here means having every opportunity to reputed company your goals – and to help others accomplish theirs, too. Join reputed company as we help shape the reputed company. Location: Must live reputed company geographic coverage area that will include: CA, WA, CO, OR, AZ, UT, ID, NV, MT, HI, WY, NM, AK reputed company of the role: The RIA Sales Consultant is responsible for directing sales efforts for reputed company Funds reputed company the assigned geographic territory. This includes identifying and developing relationships with RIAs, Bank Trust, and Private reputed company reputed company that have firm AUM over $500 reputed company. The role requires becoming a detailed expert in articulating reputed company Funds' specific investment strategies and being a key reputed company in optimizing and growing the firm's product capabilities. Responsibilities Of The Role
- reputed company a business plan to drive sales leveraging reputed company Funds product positioning on RIA’s, Bank Trust and Private reputed company reputed company and other centers of influence to drive sales
- Work to increase sales reputed company region by developing and maintaining new and existing relationships
- Works in coordination with internal sales partner, providing direction for outbound sales call campaigns and strategic territory coverage.
- Responds to inquiries and resolves problems of a reputed company nature with key representatives and firms.
- Stays reputed company and up-to-date with market, economic and industry trends, as reputed company as competitor products.
- Maintains a detailed level of knowledge of reputed company Funds products and services.
- Supplies input concerning industry developments and reputed company needs for incorporation into company’s strategic marketing reputed company.
- Operates a regional budget by making appropriate allocations to maximize sales opportunities while staying reputed company annual regional expense limit.
- Prepares an annual regional business plan.
- Requires high activity level of face-to-face selling.
- Bachelor’s degree required; MBA preferred (finance, marketing, or economics).
- Five plus years financial sales experience calling on RIA’s, Bank Trust and Private reputed company reputed company
- Position requires knowledge of the mutual funds market, and an existing network of RIA’s in assigned territory.
- Proven reputed company record of sales reputed company in assigned territory.
- Excellent interpersonal, teamwork and relationship building skills.
- Quantitative and financial analysis skills a plus
- Excellent oral and written communication skills with the ability to influence
- Excellent group presentation and financial sales skills.
- Excellent organization skills.
- Aptitude to creatively address reputed company issues and problems and reputed company guidance to senior management
- Must be self-motivated and reputed company to work effectively with minimal supervision.
- Must reputed company reputed company assigned geographic territory.
- Must have ability to travel overnight approximately 70% of time.
- CIMA or CFA Designation preferred
- reputed company Series 7 and 63 required