Regional Vice President, Sales Remote (anywhere in United States) + 1 more

The Company is seeking a Regional Vice President of Sales to build new relationships with broker-dealer advisors and strengthen existing ones to grow sales across an assigned territory. The role includes developing a territory business plan with sales leadership, identifying and recruiting high-performing advisors, and delivering product and sales training through meetings, seminars, and conferences. The successful candidate will coordinate with internal sales partners to develop leads and follow up with advisors, while managing territory resources and expenses. They will also maintain advisor profiles and sales activity records and keep advisors informed about relevant product and service updates. Candidates must have a bachelor’s degree and at least three years of sales experience in investments, mutual funds, insurance, or annuities; five or more years and external wholesaling experience are preferred. A strong record of territory growth, effective presentation and communication skills, and knowledge of sales and marketing principles are required. Applicants should be comfortable working independently, using CRM and database tools, and traveling regularly to meet advisors. Required credentials include the Securities Industry Essentials exam, FINRA Series 6 or 7, FINRA Series 63, and a state insurance license.

Hiring Company

PPM America, Inc.