Regional Sales & Relationship Director

Salary:

$45,000 - 65,000 + Competitive Commission - Per Annum

Locations:

Fort Washington, Fort Washington, PA, United States

Type:

Permanent

Published:

November 18, 2025

Ref:

19302

Required Skills:

Sales

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As a leader in the investment and financial services sector, this highly successful firm specializes in complex, high-value asset classes. For over two decades, they have been a prominent force in their specialized market, creating significant opportunities for clients with specific long-term financial products. To date, the company has helped clients realize billions of dollars in value from their assets.

The continued success of the company is the result of the hard work and dedication of their employees, and the continued pursuit of top candidates. They know that without the best team, they cannot be the best firm. The organization is built on strong values designed to foster leadership and reward success. They are proud of the fact that more than $80\%$ of their management team were promoted from within, and they strive to provide an environment supportive of career progression.

About the role:

In this position, you will interact directly with financial advisors, clients, and other intermediaries to promote awareness of a unique financial option and grow revenue within an assigned territory.

Requirements:

Ability to identify, qualify and close prospective leads.
Ability to build long-term professional relationships with both clients and financial advisors.
Competitive and energetic personality
Work as part of a team to develop and implement strategies to increase sales and cultivate new clients.
Consult with financial advisors to conduct educational presentations.
Develop an understanding key brokers dealers and insurance partners including products, platforms, structure, and initiatives.
At least 1-2 years of experience in sales or marketing is preferred.
Bachelor’s Degree required.