Regional Manager
Saturna Capital• IL, US, IL
•$75,000 - $95,000•Remote
About The Position
Saturna Capital is seeking an experienced Regional Manager to support the Sales team in the midwest. This position is responsible for generating sales of Saturna Capital-affiliated mutual funds by marketing to the American Muslim Community, providing financial planning, and offering separate accounts.
Requirements
- Sales background required in mutual funds, separate accounts, or other financial industry products
- Thorough understanding of values-based and sustainable investing strategies and products
- FINRA SIE Exam, Series 7 and 66 licenses; existing holder of licenses or pass within six months of employment
- Must be available for extensive travel and weekend work
- Excellent written and verbal communication skills
- Excellent presentation skills and closing skills
- Bachelor’s degree in finance or other related field
- Working knowledge of or ability to speak Arabic and/or Urdu
Responsibilities
- Manage territory and generate sales to meet objectives
- Determine key relationships and develop a plan to increase client AUM
- Cross-sell Saturna services including retirement plans and trust services
- Attend multiple weekend conferences throughout the year
- Present technical product knowledge in an innovative way
- Leverage CRM insights through HubSpot
- Follow company policies regarding industry rules and regulations for securities and investment products
Benefits
- 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
- Health Savings Account with employer contribution
- Employee Assistance Program
- Regular Wellness activities
- Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
- 401k with generous match
- Profit sharing and annual performance bonuses
- 11 personal and 10 vacation paid days off after first year of service
- 10 paid holidays (per NYSE holiday schedule)
- Paid Parental and Bereavement leaves
- Up to $2,000 per month in childcare/tuition assistance
- Adult continuing education and professional development assistance
- Home-buyer assistance program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
