Regional Vice President Level I Touchstone

Western & Southern Financial Group•Elk Grove Township, IL

34d

About The Position

Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.

Requirements

Bachelor's Degree Or commensurate selection criteria experience. - Required
Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency. - Required
Must be able to cite examples of self-motivation and experience working independently. - Required
Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis. - Required
Demonstrated successful experience in wholesaling in the financial services industry. - Required
Proven successful experience in working as a broker, financial planner or as other financial services personnel. - Required
Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate information between internal and external sales groups in a clear, focused and concise manner while following proper rules of punctuation, diction and style.
Proven ability to prepare correspondence, reports and forms using a prescribed format.
Demonstrated superb presentation skills.
Demonstrated strong attention to detail with excellent organization skills. Cite examples of organization and time management/methods used to manage or prioritize workload demands.
Working knowledge of word processing and spreadsheet applications.
FINRA Licenses Upon Hire - Required
DL NUMBER - Driver License, Valid and in State And satisfactory driving record. Upon Hire - Required
Maintain appropriate vehicle insurance. Upon Hire - Required

Responsibilities

Schedules and conducts outside and inside sales calls to financial professionals to influence them to sell and promote funds within an assigned territory.
Coordinates daily sales efforts of the internal wholesalers within an assigned territory.
Conducts one-on-one meetings, seminars and training sessions to both financial professionals and retail clients.
Reviews periodicals on the market, fund performance and manager philosophy to engage in topical conversations in the broker-dealer environment.
Manages territory to maximize sales with the efficient use of agreed-upon expenses. Budgets estimated sales and broker-dealer support expenses on an annual basis. Submits expense reports weekly.
Attends/conducts seminars and conferences.
Works to retain existing assets and clients. Works with the home office to follow-up on significant redemptions.
Monitors and updates territory database for accuracy with internal wholesalers.
Performs other duties as assigned.
Complies with all policies and standards.