External Wholesaler - Regional Director

Employment Type

: Full-Time


: Miscellaneous

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About Us
The United States is facing a retirement crisis, with four out of five working Americans having less than one year’s income saved in retirement accounts[1]. This problem is approaching a tipping point, with 10,000 baby boomers retiring every day over the next 15 years. Whether through a lack of knowledge, a lack of the right investment products, or mistrust in the financial system, working Americans are at risk of not reaching their retirement goals. The retirement savings industry needs innovative investment solutions that inspire investor confidence and make it easy for employers to encourage savings habits that will pay off in positive retirement outcomes.

At Build Asset Management, LLC, our mission is to narrow the retirement shortfall by giving investors the tools they need to confidently save for retirement. To achieve this we are launching simple, risk-controlled investment solutions that allow investors to select their desired level of asset protection while pursuing upside potential. These solutions can be adjusted to match career stage and savings goals, keeping investors motivated to plan for the long-term and stay invested. We believe these products will give investors a higher degree of quality, confidence, and risk management than what’s available in the industry today. If we succeed, investors will succeed, because they will have the tools they need to build towards a better retirement…until it’s time to start living it.

Job Description
A professional and responsive Regional Director is critical to our growth strategy at Build. Regionally based throughout the country, Regional Directors will be the primary lens through which our clientele will view and interact with our organization. We are hiring for this position regionally, across the United States. The ideal candidate for this role is someone well-established in his or her region who has built a reputation within the local investment community, as an indispensable partner and resource to their clients. Our hiring team at Build is looking for candidates who have the skill-set to make an immediate and meaningful impact- in an organization where a truly entrepreneurial spirit is valued and welcomed.

Primary Responsibilities:
Properly position and market Build’s brand and solutions to 401k-focused RIA firms, consultants and plan sponsors
Demonstrate a consultative sales approach for developing, maintaining (servicing) and growing a client-base with those who share Build’s core values
Track record of success- measured in sales- showcasing the ability to effectively manage and consistently grow a territory
Schedule and conduct effective meetings with regularity in a wide variety of environments (including: across the desk office, groups, breakfasts/lunches/dinners, outside entertainment activities)
Develop creative ways to partner with ‘Centers of Influence’ (industry & non-industry) and leverage those relationships to identify and pursue new opportunities and enhance existing ones
Exhibit high level of knowledge and comprehension surrounding the mechanics and inner workings of the Defined Contribution (retirement) market
Ability to deliver dynamic and impactful presentations to diverse sets of audiences with different levels of understanding on the subject matter (Consultants to Plan Participants)
Daily communication with Customer Success Associate (Internal Wholesaler) to coordinate sales efforts and strategies
Willingness to contribute ideas and collaborate with colleagues
Update and maintain Salesforce CRM with accurate and timely customer information
Maintain high level of customer satisfaction and trust via a responsive, resourceful, and friendly attitude

[1] National Institute on Retirement Security: https://www.nirsonline.org/reports/retirement-in-a...

Requirements & Qualifications
Bachelor of Arts or Bachelor of Science degree
Series 7 & 66 required
Minimum of 5 years external experience calling on RIA market- (established relationships with retirement-focused RIAs is preferred)
Provable established working relationships with our key focus clients
A passion for the industry and obsession for doing the right thing for the end investor
Regular to extensive travel required for most territories
Professional track record of insisting on high standards and paying attention to fine details
High emotional intelligence and ability to collaborate effectively with a distributed team from diverse backgrounds

Preferred Qualifications
Experience with bringing to marketing new investment strategies
Proficiency in Microsoft Office Suite and Salesforce.com or other CRM platform

We have positions currently open in Georgia, North Carolina, Ohio, Michigan, Iowa, Tennessee, Kentucky, Arkansas, and Oklahoma. We welcome applicants from all regions of the United States, but will prioritize the states listed above. As we expand to new regions we will contact applicants from other states.

Build Asset Management, LLC is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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