Regional Sales Consultant

Virtus Investment Partners•Hartford, CT

12d•Remote

About The Position

Virtus is a dynamic, fast-growing organization that offers the resources of a large firm and the innovative environment of an entrepreneurial company. We promote collaboration and employee engagement, empowering every team member to make a tangible impact by offering clients high-quality investment strategies and delivering value for shareholders. We are an organization where employees can thrive personally and professionally, with opportunities for professional development, meaningful financial rewards, and a comprehensive benefits package that supports work-life balance and overall well-being. We are committed to fostering a diverse, inclusive, and respectful work environment and making a positive impact in our communities.

Requirements

Bachelor’s degree with 3-6 years of related experience.
FINRA Series 7 and (66 or 63 and 65).
Ability to solve complex problems.
Ability to work in a fast-paced environment with strict and demanding 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.
U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

Responsibilities

Engage financial advisors via phone, email, and webinars to develop/maintain relationships to position Virtus products/solutions.
Run analysis for external partner/advisors via Morningstar and other internal resources.
Identify sales opportunities via CRM/PowerBI and other data sources.
Collaborate with colleagues and other Virtus resources for idea generation and problem-solving.
Document CRM.