Regional Director
Weitz Investment Management, Omaha, NE, United States
Description
Reporting to the Vice President, Director of Intermediary Distribution, the Regional Director is a consultative sales role responsible for building and maintaining financial advisor relationships by delivering value to their businesses through exceptional communication, problem‑solving skills, and product solutions. This individual will demonstrate strong knowledge of the financial industry, investment trends, and Weitz Investment Management's (WIM) product offering.
This is a remote position. Must live within assigned territory working from home. Travel may be up to 75% based on opportunity. The Sales Territory covers California, Oregon, Washington, Idaho, Montana, Wyoming, Colorado, Utah, Nevada, Arizona, New Mexico, Alaska, and Hawaii. Essential Functions
In conjunction with sales management, develop a territory business plan to grow sales, retain assets, and increase visibility.
Develop a strong command of WIM's products and investment process.
Utilize industry knowledge, personal relationships, and WIM?s proprietary Business Intelligence tools to prioritize activity, develop new and existing relationships, and grow market share.
Effectively profile advisors to understand their practice, clients, and investment process to better serve their needs and strategically position WIM products while providing exceptional service.
Conduct consultative, relationship‑building sales meetings/presentations (including face‑to‑face, virtual and telephone) with financial advisors and other centers of influence.
Deliver presentations that clearly articulate the benefits of WIM's products, including key differentiators and competitive positioning.
Handle daily territory management tasks to ensure maximum business efficiency, including updating and maintaining WIM's CRM system with all activities and communications.
Collaborate with business partners in marketing, product, and business intelligence to enhance tools, processes and resources.
Stay up to date on economic and market conditions to effectively support advisors, identify opportunities and respond to inquiries.
Attend sales conferences as requested.
Ensures compliance with internal policies and procedures as well as all regulatory requirements.
Other duties as assigned based on company needs.
About Weitz Investment Management Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee‑owned asset management firm headquartered in Omaha, Nebraska. Over the past four decades, Weitz has leveraged its research‑driven approach to capitalize on opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, Iogical strategies, extensive debate and our team's personal commitment to long‑term results. The Weitz team builds and manages concentrated, high‑conviction, actively managed portfolios. Through bottom‑up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies.
We offer all employees competitive compensation and benefits including medical, dental and vision coverage, as well as parental leave, paid time off, on‑site gym access, and a very generous qualified profit sharing plan. Compensation includes salary and bonus and will be commensurate with experience.
Requirements
Bachelor's degree in business or related field, or equivalent education/experience
Minimum 5 years of experience in financial services industry
Proven success growing a territory within the financial service industry as measured by sales results
Demonstrated experience conducting face‑to‑face meetings and the ability to form relationships with financial advisors in a virtual setting
Ability to build productive relationships; provide training and sales ideas
Excellent interpersonal skills and the ability to work collaboratively and effectively
Proven consultative sales acumen, presentation skills and investment knowledge
Ability to balance multiple priorities and meet specific marketing/production objectives
Motivated, self‑starter
Ability to work collaboratively and effectively
Series 6 or 7 and 63 licenses required
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This is a remote position. Must live within assigned territory working from home. Travel may be up to 75% based on opportunity. The Sales Territory covers California, Oregon, Washington, Idaho, Montana, Wyoming, Colorado, Utah, Nevada, Arizona, New Mexico, Alaska, and Hawaii. Essential Functions
In conjunction with sales management, develop a territory business plan to grow sales, retain assets, and increase visibility.
Develop a strong command of WIM's products and investment process.
Utilize industry knowledge, personal relationships, and WIM?s proprietary Business Intelligence tools to prioritize activity, develop new and existing relationships, and grow market share.
Effectively profile advisors to understand their practice, clients, and investment process to better serve their needs and strategically position WIM products while providing exceptional service.
Conduct consultative, relationship‑building sales meetings/presentations (including face‑to‑face, virtual and telephone) with financial advisors and other centers of influence.
Deliver presentations that clearly articulate the benefits of WIM's products, including key differentiators and competitive positioning.
Handle daily territory management tasks to ensure maximum business efficiency, including updating and maintaining WIM's CRM system with all activities and communications.
Collaborate with business partners in marketing, product, and business intelligence to enhance tools, processes and resources.
Stay up to date on economic and market conditions to effectively support advisors, identify opportunities and respond to inquiries.
Attend sales conferences as requested.
Ensures compliance with internal policies and procedures as well as all regulatory requirements.
Other duties as assigned based on company needs.
About Weitz Investment Management Founded by value investor Wally Weitz in 1983, Weitz Investment Management, Inc. is a boutique, employee‑owned asset management firm headquartered in Omaha, Nebraska. Over the past four decades, Weitz has leveraged its research‑driven approach to capitalize on opportunities that arise out of market inefficiencies. Decisions are backed by thorough research, Iogical strategies, extensive debate and our team's personal commitment to long‑term results. The Weitz team builds and manages concentrated, high‑conviction, actively managed portfolios. Through bottom‑up, proprietary research that emphasizes fundamentals, we focus on creating positive results over the long term. We offer a variety of options for investors with different goals and preferences, including equity and fixed income investment strategies.
We offer all employees competitive compensation and benefits including medical, dental and vision coverage, as well as parental leave, paid time off, on‑site gym access, and a very generous qualified profit sharing plan. Compensation includes salary and bonus and will be commensurate with experience.
Requirements
Bachelor's degree in business or related field, or equivalent education/experience
Minimum 5 years of experience in financial services industry
Proven success growing a territory within the financial service industry as measured by sales results
Demonstrated experience conducting face‑to‑face meetings and the ability to form relationships with financial advisors in a virtual setting
Ability to build productive relationships; provide training and sales ideas
Excellent interpersonal skills and the ability to work collaboratively and effectively
Proven consultative sales acumen, presentation skills and investment knowledge
Ability to balance multiple priorities and meet specific marketing/production objectives
Motivated, self‑starter
Ability to work collaboratively and effectively
Series 6 or 7 and 63 licenses required
#J-18808-Ljbffr