Senior Regional Sales Director - Southern CA & AZ (IBD/RIA)

Remote

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Candidates must possess a Bachelor’s degree and a minimum of ten years of experience demonstrating strong sales skills, comprehensive product knowledge, and established relationships within the assigned territory and channel. They are required to have demonstrated written and verbal communication skills, be motivated and energetic with robust project management and selling abilities, and possess the ability to drive objectives relatively autonomously. Furthermore, candidates must hold a Series 7 and Series 63 or 66 license, and be capable of extensive travel (approximately 90% of the time).

Responsibilities

The Senior Regional Sales Director will represent Virtus Investment Partners’ full complement of investment offerings, including mutual funds, SMAs, and ETFs, to investment professionals and intermediaries such as Independents, RIAs, and Wirehouses. They will develop new relationships and maintain existing relationships with advisors, lead sales initiatives with intermediaries within a defined territory, identify client needs and coordinate efforts to serve assigned intermediaries, and conduct sales and product training meetings for assigned territories. Additionally, they will serve as a consultant on practice management and portfolio construction.

Skills

Investment products

Mutual funds

SMAs

ETFs

Relationship building

Financial markets

Industry knowledge

Practice management

Portfolio construction

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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