2 regional director external wholesaler jobs found

Description The Regional Director (RD) is a sales professional who operates independently and in partnership with external wholesalers to drive sales in Natixis products and solutions. It is the Regional Director’s responsibility to uncover new sales and partnership opportunities with both prospective and existing financial advisor clients within a defined territory. This is a hybrid sales position and is located in Boston, MA with expected in field travel of up to 25% of the time.   What you will do: Proactive sales outreach to both prospective and existing financial advisor clients via phone, email, virtual and in-person meetings. Identify new opportunities and grow existing client base by using data, profiling clients, fostering leads and closing business both independently and/or in partnership with the field sales teams. Deliver investment insights through portfolio construction conversations Build an efficient and thoughtful outreach strategy incorporating...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...