Regional Sales Director - NorCal

Horizon Investments

2d • Hybrid

About The Position

Horizon is an industry-recognized firm providing goals-based solutions, expertise, proprietary technology, and customized support to financial advisors. The Regional Sales Director leads sales efforts across Northern California and Northern Nevada, cultivates and maintains advisor relationships, and drives revenue by raising net new assets and servicing existing clients across key accounts, RIAs, and other distribution channels. The role calls for a structured, disciplined, consultative sales professional with deep industry expertise and an entrepreneurial approach who can identify advisor needs and deliver holistic value beyond products.

The position is based in a home office within a major region of the assigned territory, with access to a major airport serving the relevant states. Extensive travel within the territory and to industry events is required.

Requirements

• Bachelor’s degree in Finance, Business, or a related field.
• At least 5 years of experience in financial-services-related sales or consulting.
• Experience with large independent broker-dealer firms and registered investment advisers.
• FINRA Series 7 and 63 licenses.
• Ability to meet extensive travel requirements.
• Established relationships within the territory.
• Proven financial-services sales record, particularly in a wholesaler role, with a history of meeting and exceeding sales targets.
• Strong consultative-selling skills and ability to uncover advisor needs and deliver holistic value beyond products.
• Self-starter who thrives in an entrepreneurial environment.
• Understanding of goals-based investing, planning-first engagement, and solutions-based sales.
• Strong communication and interpersonal skills, with ability to build and maintain client relationships.
• Comprehensive knowledge of financial markets, investment advisory products, and industry trends.
• Well-organized, structured, and disciplined in sales systems and processes.

Responsibilities

• Drive territory sales through proactive outbound activity, including client meetings, events, and follow-ups.
• Travel within the territory to build and maintain client relationships through regular communication and meetings.
• Meet or exceed territory and firm sales goals.
• Develop a deep understanding of Horizon’s products and services and communicate solutions aligned with advisor business objectives.
• Develop, implement, and maintain a territory business plan with the National Sales Director to increase revenue and market share, targeting advisor segments and key accounts.
• Collaborate with a dedicated Internal Advisory Specialist to maximize territory sales efforts and meet targets.
• Maintain a disciplined sales process by tracking pipeline activity, KPIs, advisor engagement, and follow-up tasks in CRM.
• Provide superior client service to support asset growth and retention, offering investment insights, guidance, and business consultation.
• Represent Horizon at national conferences, regional meetings, and other industry events to promote its offerings, value proposition, and brand awareness.
• Record sales efforts, client contacts, and other necessary information in the CRM.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior