Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.
We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in delivering value for our shareholders and offering clients high-quality investment strategies to meet their financial needs.
Here, employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional, and mental well-being.
We believe in the value of an inclusive and respectful work environment and are committed to making a positive impact in the communities where we live and work. Virtus and our investment managers offer opportunities across the country.
Job Description
ABOUT THE TEAM:
Virtus employs a comprehensive, dedicated multi-market and multi-channel distribution approach to access the broadest base of potential clients in the U.S. and select markets in Europe, Asia, and Australia. Experienced, channelized sales teams cultivate deep, diverse, and enduring relationships with financial advisors, consultants, and institutional and individual clients, supported by a centralized sales desk and associated functions including:
- National Accounts, which manages retail product availability and platform placement to deepen relationships with distribution partners, and Institutional Consultant Relations, which represents strategies and investment performance of affiliated managers with consultants who are gatekeepers to largest percentage of institutional clients.
- Marketing, which is tasked with differentiating our retail presence through one-point access to specialized managers and helping financial advisors build their practices using thoughtful market education to help clients achieve better outcomes; and
- Dedicated support staff in business intelligence, RFP/database management, digital marketing, and creative services.
JOB SUMMARY:
Based in Hartford, CT, Atlanta, GA, or NYC, this function is responsible for gathering and utilizing marketing intelligence in a territory within a distribution channel. Together with the external wholesaler, the Regional Sales Consultant is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Make proactive marketing calls within the territory focusing on all levels of sales (acquisition, development, and retention).
- Develop and maintain relationships with existing financial advisors in order to sell Virtus products and identify new sales opportunities.
- Work as a partner with the external wholesaler in order to formulate and implement a business plan sales strategy.
- Convey sales ideas, and accurate product information and gather marketing data in discussions with targeted financial advisors.
- Document information in the CRM system from conversations with financial advisors pertinent to business and relationship development to be referenced in follow-up calls.
- Creates daily Sales Plan, making sound business decisions in terms of prioritizing and managing workload.
- Support strategic marketing initiatives on corporate and department level.
- Develop and maintain business relationships with internal Virtus resources.
- Deliver effective presentations promoting Virtus’ products, services, and competitive advantages: presentations given to internal audiences.
- Develop and enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisors.
- Assist with any projects or events implemented in support of Virtus’ marketing vision
- Ensure completion of administrative tasks, including but not limited to mailing; documentation, etc.
SPECIFIC QUALIFICATIONS:
- Bachelor’s degree with 3-6 years of related experience
- FINRA Series 7 and (66 or 63 and 65)
- Ability to solve moderately complex problems
- Ability to provide clarity for others to accept new ideas or change concepts.
- Ability to work in a fast-paced environment with strict and demand deadlines and priorities that are subject to change
- Proficiency in MS Outlook and SalesPage
- Outstanding written and verbal communication skills, superior sales skills, and an excellent client service aptitude and attitude.
Salary Range: $55,500- $70,500
The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in an incentive plan.
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