Regional Sales Consultant

Virtus • Atlanta, GA

4d • $60,000 - $75,500

About The Position

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals. We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders. We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being. We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work. Job Description Internal sales partner to an external regional sales director.

Requirements

• Bachelor’s degree with 3-6 years of related experience.
• FINRA Series 7 and (66 or 63 and 65).
• Ability to solve complex problems.
• Ability to work in a fast-paced environment with strict and demanding deadlines and priorities that are subject to change.
• Proficiency in MS Outlook and SalesPage.
• Outstanding written and verbal communication skills, superior sales skills, and an excellent client service aptitude and attitude.
• This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment.

Responsibilities

• Engage financial advisors via phone, email, and webinars to develop/maintain relationships to position Virtus products/solutions.
• Run analysis for external partner/advisors via Morningstar and other internal resources.
• Identify sales opportunities via CRM/Power BI and other data sources.
• Collaborate with colleagues and other Virtus resources for idea generation and problem-solving.
• Document CRM.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees