Regional Vice President Level III
3 weeks ago
We are seeking a highly motivated and experienced Regional Vice President Level III to join our team at Western & Southern Life. This role will be responsible for initiating, developing, and maintaining sales of the Touchstone Funds within an assigned territory.
Key Responsibilities- Schedule and conduct outside and inside sales calls to financial professionals to influence them to sell and promote funds within an assigned territory.
- Coordinate daily sales efforts of the internal wholesalers within an assigned territory.
- Conduct one-on-one meetings, seminars, and training sessions with both financial professionals and retail clients.
- Review periodicals on the market, fund performance, and manager philosophy to engage in topical conversations in the broker/dealer environment.
- Manage territory to maximize sales with the efficient use of agreed-upon expenses. Budget estimated sales and broker/dealer support expenses on an annual basis. Submit expense reports weekly.
- Attend/conduct seminars and conferences.
- Work to retain existing assets and clients. Work with the Home Office to follow up on significant redemptions.
- Monitor and update territory database for accuracy with internal wholesalers.
- Perform other duties as assigned by management.
- Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate information between internal and external sales groups in a clear, focused, and concise manner while following proper rules of punctuation, diction, and style.
- Proven ability to prepare correspondence, reports, and forms using a prescribed format.
- Demonstrated superb presentation skills.
- Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency.
- Must be able to cite examples of self-motivation and experience working independently.
- Demonstrated strong attention to detail with excellent organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands.
- Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis.
- Demonstrated successful experience in sales in the financial services industry.
- This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer, or with other standard office equipment or while in meetings.
- Position requires frequent movement of wrist, hands, and fingers for continuous computer work.
- Ability to drive personal vehicle over relatively large geography which will include daily and overnight travel up to 50-75%.
- Bachelor's degree or commensurate selection criteria experience.
- FINRA Series 7 and 66 licenses required or FINRA 6, 63, and 65.
- Valid drivers license with a satisfactory and safe driving record required. Maintain appropriate vehicle insurance.
- Extended hours required during peak workloads or special projects.
- Extensive travel required.
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