[Remote] Regional Sales Consultant (Offshore)
Note: The job is a remote job and is open to candidates in USA. 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.
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
Skills
- 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
- Proficiency in 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
- Experience working with Offshore clients or international distribution
Benefits
- Incentive plan
Company Overview