Regional Sales Consultant (Offshore) at Virtus

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Bachelor’s degree with 1-3 years of related experience
FINRA Series 7 and (66 or 63 and 65) required
Fluency in Spanish is mandatory; Portuguese is a plus
Ability to solve complex problems and adapt to a fast-paced, dynamic environment
Experience working with Offshore clients or international distribution preferred
Proficiency in MS Outlook, SalesPage, and CRM platforms
Outstanding written and verbal communication skills in both English and Spanish
Strong sales acumen and a client-centric approach

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/solutions 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
Work with LatAm regional distribution partners as needed with ad-hoc requests

Skills

Key technologies and capabilities for this role

Spanish fluencyCRM systemsSalesRelationship buildingFinancial productsInvestment strategiesBusiness developmentWebinarsPhone salesEmail outreach

Questions & Answers

Common questions about this position

What qualifications are required for the Regional Sales Consultant role?

Candidates need a Bachelor’s degree with 1-3 years of related experience, FINRA Series 7 and (66 or 63 and 65) licenses, and fluency in Spanish (Portuguese is a plus). Experience with offshore clients or international distribution is preferred, along with the ability to solve complex problems in a fast-paced environment.

Is Spanish fluency required for this position?

Yes, fluency in Spanish is mandatory for effective communication and relationship-building with financial advisors and intermediaries in Latin America and Spanish-speaking regions.

What is the work arrangement or location for this role?

This information is not specified in the job description.

What does the company culture at Virtus look like?

Virtus offers a dynamic, fast-growing environment that promotes collaboration, employee engagement, diversity, inclusion, and respect, with professional development opportunities and a focus on work-life balance.

What makes a strong candidate for this position?

A strong candidate has a Bachelor’s degree, 1-3 years of related experience, required FINRA licenses, Spanish fluency, and preferably experience with offshore clients or international distribution, plus the ability to thrive in a fast-paced environment.

Virtus

Insurance brokerage specializing in customized solutions

About Virtus

Virtus Insurance provides tailored insurance solutions for businesses, focusing on the commercial insurance market. The company offers customized strategies for managing property and casualty insurance as well as employee benefits. By employing experienced consultants, Virtus Insurance assesses clients' specific needs and areas of exposure to deliver effective solutions. Unlike many competitors, Virtus emphasizes building strong, long-term relationships with clients, allowing for ongoing support and adaptation of insurance strategies. The Property and Casualty Unit is known for its meticulous risk assessment, while the Employee Benefits Unit focuses on creative, data-driven strategies to enhance employee benefits. The goal of Virtus Insurance is to reduce risk and save money for its clients through personalized service and expertise.

Overland Park, KansasHeadquarters

2013Year Founded

SECONDARY_PRIVATECompany Stage

Consulting, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Hybrid Work Options

Risks

Competition from InsurTech startups may erode Virtus's market share.

Rising interest rates could affect insurance product pricing.

Stricter data privacy regulations may increase compliance costs for Virtus.

Differentiation

Virtus offers highly customized insurance strategies tailored to client needs.

The company focuses on building strong, long-term client relationships.

Virtus employs experienced consultants for precise risk assessment and innovative solutions.

Upsides

Growing demand for cyber insurance presents new expansion opportunities for Virtus.

AI-driven underwriting can enhance Virtus's data-driven consulting services.

Increased focus on mental health benefits aligns with Virtus's employee benefits offerings.

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