The Regional Senior Vice President is an external wholesaler who is responsible for delivering the highest caliber of sales efforts in Ohio Valley territory in order to maximize sales of our REIT and other real estate investment products.
Responsibilities: Identify and develop top producing brokers. Recruit new brokers and strengthen relationships with existing producing brokers. Provide follow up information as requested. Maintain contact with brokers and keep them up to date on products. Offer information, ideas and other material required in completing sales. Create and maintain proactive relationships with key firms in the territory by through call campaigns and communication. Maintain territorial database and report on broker status. Conduct broker and branch office meetings and ensure a full calendar of appointments when traveling within the territory. Maintain open communication with the internal wholesaler, which can include daily review of the sales numbers or an end of day voicemail/e-mail market-wrap including information on calls for literature requests, meetings, conference or seminar requests and any other topics that impact the territory. Conduct weekly meetings to review the past week and outline initiatives for the coming week. Follow through on territorial marketing campaigns. Educate brokers in the wholesaler’s territory in respect of our securities products. Read and report on assigned industry journals. Provide timely information and sales ideas from these journals to the marketing department. Provide efficient and timely reports for sales activity and expense reimbursement.
REQUIREMENTS: 8+ years previous work experience as an external wholesaler Excellent communication and presentation skills Ability to work independently and as a team with a customer focus Demonstrated exceptional customer service experience Ability to analyze sales figures and determine a plan of action Competent with software products, including Microsoft Offices, Salesforce, and Concur Strong knowledge of the financial services industry Proven track record in distribution of alternative assets Ability to consult with all of our customers Bachelor’s Degree Series 7 and 63 licenses required MBA a plus