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CNL Financial Group · 3 months ago

Regional Vice President - External Wholesaler

Orlando, FL

Full-time

Onsite

Senior Level

CNL Financial Group is a company that specializes in distributed investment products. They are seeking a Regional Vice President - External Wholesaler to develop and execute sales campaigns, create sales presentations, and manage client relationships within the investment industry.

Impact InvestingManufacturingReal Estate

Responsibilities

Develop and execute sales campaigns and marketing plans for CNL Securities Corp. distributed investment products

Create and deliver effective sales presentations to Registered Representatives, advisors, and investors

Implement and drive the achievement of business goals related to the sales function

Generate new client relationships and business opportunities, as well as maintain and enhance relationships with existing client base

Act as a representative for CNL Securities Corp. with existing and potential clients, business contacts, and industry associations

Manage assigned sales territory, including meeting and presentation schedules and attendance at industry conventions

Maintain knowledge base on all aspects of the investment industry, competitors (direct and indirect), and products available in the securities markets

Comply with all rules and regulations of selling securities as outlined by FINRA, the SEC, individual States, as well as any internal guidelines established by CNL Securities Corp

Qualification

Investment industry knowledgeSales presentationsSeries 7 licenseSeries 63 licenseWholesaling experienceAnalytical skillsComputer skillsPlanning skillsLeadership skillsInterpersonal skills