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Virtus Investment Partners · 1 week ago

Regional Sales Consultant (Offshore)

United States

Full-time

Remote

Entry Level

$73K/yr - $73K/yr

1+ years exp

Virtus Investment Partners is a dynamic, fast-growing organization dedicated to the success of its employees. They are seeking a Regional Sales Consultant to engage financial advisors and intermediaries in the U.S. Offshore and Latin American markets, promoting Virtus products and solutions tailored to regional needs.

Financial Services

Responsibilities

Engage financial advisors and intermediaries via phone, email, and webinars in both English and/or Spanish to develop and maintain relationships, positioning Virtus products/solution tailored to offshore markets. Keep offshore gatekeepers/home-office updated on Virtus offshore channel and work closely with head of offshore distribution in identifying business development opportunities

Document all interactions and activities in CRM systems, ensuring accuracy and compliance

Conduct investment analysis using Morningstar, YCharts, and other tools to support external partners and advisors on the offshore channel, while helping with all day to day operational issues

Identify sales opportunities through CRM, Simfund, and other data sources, with a focus on Offshore distribution channels. Work closely with internal partners especially marketing/legal/compliance to make sure all materials are updated in a timely manner

Collaborate with colleagues and Virtus resources to generate ideas and solve problems, contributing to strategic initiatives in Offshore markets. Also work with LatAm regional distribution partners as needed with ad-hoc requests

Qualification

FINRA Series 7CRM proficiencySpanish fluencySalesPage proficiencyInvestment analysisClient-centric approachProblem-solvingCommunication skillsCollaboration