Job Description

Regional Sales Manager

What we need:

Cetera Investment Services is looking for a motivated individual to fill the role of a Regional Sales Manager for FNB Investment Services in Cleveland, OH. For more information, and to apply online, please scroll down.

The Regional Sales Manager is primarily responsible for leading a team of Financial Professionals and overseeing the sales functions related to investment products and services. The Regional Sales Manager (RSM) is primarily responsible for the training and development of the regional team of Financial Professionals and Licensed Bank Employees. The RSM works with the regional team to set targets, develop strategies, and ensure the team meets or exceeds its revenue goals.

PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.

Job Responsibilities

The Regional Sales Manager will proactively develop a client base to which appropriate wealth management products can be sold.

Duties will include:

· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances

· Advising the customer regarding the advantages, risks, and disadvantages of different products

· Developing internal referral resources to identify existing customers

· Identifying external prospects and building up new client relationships

· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling

· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales

· Maintaining all necessary licenses and registrations as required

· Successfully completing all mandatory training in a timely manner

· Maintaining superior and courteous service to promote products and expand customer relationships

· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism

Job Requirements

With a strong focus on sales and customer service, the Regional Sales Manager should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.

Additional requirements of the Regional Sales Manager include:

· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)

· Life & Health Insurance license (Required)

· Strong sales, marketing and business development skills

· 5+ years of experience as producing advisor

· Bachelor’s degree preferred

Education and Training

Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:

· A clear transition plan and timeline so you know what to expect, and when

· Our orientation course to give you an overview of all the tools and services available to you

· Assistance with account transfers and paperwork, and frequent updates on their status

· Help with communications to your current clients about your transition

· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform

· New business cards, stationery, and email address

· An introduction to our vast marketing resources, so you can start using them with current and prospective clients

If you are interested in this position, please attach a copy of your resume with your application.

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