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About the Role

Internal sales partner to an external regional sales director, engaging financial advisors to develop and maintain relationships and position Virtus products and solutions.

Responsibilities

• Engage financial advisors via phone, email, and webinars to develop/maintain relationships to position Virtus products/solutions.
• Run analysis for external partner/advisors via Morningstar and other internal resources.
• Identify sales opportunities via CRM/PowerBI and other data sources.
• Collaborate with colleagues and other Virtus resources for idea generation and problem-solving.
• Document CRM.

Requirements

• Bachelor’s degree with 3-6 years of related experience.
• FINRA Series 7 and (66 or 63 and 65).
• Ability to solve complex problems.
• Ability to work in a fast-paced environment with strict and demanding deadlines and priorities that are subject to change.
• Proficiency in MS Outlook and SalesPage.
• Outstanding written and verbal communication skills, superior sales skills, and an excellent client service aptitude and attitude.
• Requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment.
• Unable to sponsor work visas or provide support for OPT/CPT programs for this role.

Skills

• MS Outlook
• SalesPage
• CRM
• PowerBI
• Morningstar

Experience Level

• 3-6 years of related experience

Education Level

• Bachelor’s degree

Salary/Compensations

• $55,500 to $70,500

Benefits

• Meaningful financial rewards
• Comprehensive package of benefits
• Support employees at every stage of life
• Encourage work-life balance
• Physical, emotional and mental well-being
• Eligible to participate in an incentive plan

About the Company

• Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.
• We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement.
• Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders.
• We are an organization where employees can thrive personally and professionally.
• Professional development opportunities help employees enhance their skills and grow in their careers.

Equal Opportunity

• We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work.