Regional Sales Consultant - South Central Territory

Description

Position Overview

The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. The South Central territory includes Texas, Oklahoma and Arkansas. The ideal candidate will be located in Texas.

Primary Responsibilities

• Develop and manage a focused data-driven distribution plan which expands existing intermediary relationships, identifies new business opportunities and generates new business leads.
• Service as a subject matter expert in all Meeder’s investment solutions and services.
• Successfully implement the company's consultative sales process.
• Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales goals and activity targets.
• Build and maintain strong advisor relationships to achieve asset retention goals.
• Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.
• Present at client seminars and training sessions; attend industry conferences as assigned.
• Demonstrate effective territory management, including efficient scheduling, use of technology, appropriate CRM completion and adherence to travel and expense budgets.
• Leverage and adhere to Marketing campaigns, tools and engagement strategies.
  
  

Critical Success Factors

• Have conviction and passion for the firm’s investment solutions and services.
• Demonstrate leadership qualities, ambition, and be a self-motivated team player.
• Ability to recognize opportunities and provide outstanding follow-up and service.
• Strong and persuasive presentation and communication skills.
• Solid understanding of capital markets and how to effectively translate this knowledge into discussions with advisors.
• Strong listening and probing skills to identify opportunities and provide solutions.
• Good organizational skills and the ability to balance multiple priorities and meet specific production objectives.
  
  

Req Number BUS-26-00004

Position Requirements

Skills Required

• 5 years of experience as a successful External wholesaler in the investment services industry.
• Bachelor’s Degree.
• FINRA Series 6 or 7 licensed, 63 and 65 required.
• CIMA, CFP, CPWA, BFA or CFA one or more are preferred.
• Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as Morningstar and/or Zephyr.
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).