Employer Industry: Financial Services

Why consider this job opportunity:
- Salary up to $90,000 per year + $125,000 sales incentive compensation, paid quarterly
- Comprehensive benefits package including health, vision, dental insurance, and 401k
- Opportunity for career advancement and growth within the organization
- 100% remote work flexibility with travel across the U.S. 50-75% of the time
- Engaging role focused on driving sales strategy and financial planning adoption

What to Expect (Job Responsibilities):
- Educate and promote the benefits of fee-based business to advisors, facilitating adoption of the firm’s advisory technology
- Execute a regional sales strategy, managing the region’s top opportunities and maintaining a sales pipeline
- Drive impactful interactions and events, inviting advisors and managing meeting follow-ups
- Introduce and support advisors on various product offerings, including mutual funds, ETFs, and private client solutions
- Review and analyze regional reports to prioritize prospects and convert sales leads into opportunities

What is Required (Qualifications):
- Must possess a Master’s Degree preferred or a Bachelor’s degree in Economics, Finance, Business, or related subjects
- Series 7 certification required
- Minimum of 5 years of experience in a similar role
- Ability to travel 50-75% of the time
- Extensive knowledge of advisory platforms and wealth management concepts

How to Stand Out (Preferred Qualifications):
- CFP or CIMA certification

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