Crossmark Global Investments, Inc. · 8 hours ago

Regional Vice President (External Wholesaler) - West US

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

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Financial Services

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Responsibilities

Develop and maintain relationships with financial advisors in order to market Crossmark’s products, as well as identify new sales opportunities within their geographic territory.

Raise and retain assets within a geographic territory by developing meaningful relationships via virtual and in-person engagements with financial advisors to share sales ideas, provide product information, and and attend industry events.

Deliver effective presentations to promote Crossmark products, services and competitive advantages.

Develop and implement a business plan and sales strategy for their geographic territory.

Qualification

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Series 6Series 63Series 655+ years sales experienceCFACIMAWirehouse experienceRegional financial consultants experienceIndependent financial consultants experienceAdvisor relationshipsRelationship management

Required

Series 6 or 7, Series 63 and Series 65 (or equivalent) required.

Bachelor's degree required.

5+ years of industry sales experience required.

Experience calling on Wirehouse, Regional, and Independent financial consultants.

Demonstrated relationship management skills, including the ability to work in a team environment.

Strong time management, organizational, and problem-solving skills.

Willing to travel (75% or more)

Preferred

Advanced certification (e.g., CFA, CIMA, etc.) preferred.

Established advisor relationships in the territory preferred.

Company

Crossmark Global Investments, Inc.

Crossmark Global Investments is a faith-based firm that creates, manages, and distributes values-based investment strategies that equip financial intermediaries and their clients to align their wealth with their passions and convictions.

Founded in 1987

Houston, Texas

11-50 employees