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External Wholesaler - Regional Director

Company: Build Asset Management
Location: Springfield
Posted on: August 17, 2019

Job Description:

About UsThe 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 DescriptionA team of professional and responsive External Wholesaler - Regional Directors is critical to our growth strategy at Build. Regionally based throughout the country, these individuals will be the primary lens through which our clientele will view and interact with our organization. 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.Key Job ResponsibilitiesProperly position and market Build's brand and solutions to 401k-focused RIA firms, consultants and plan sponsorsDemonstrate a consultative sales approach for developing, maintaining (servicing) and growing a client-base with those who share Build's core valuesTrack record of success- measured in sales- showcasing the ability to effectively manage and consistently grow a territorySchedule 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 onesExhibit high level of knowledge and comprehension surrounding the mechanics and inner workings of the Defined Contribution--(retirement)--marketAbility 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 strategiesWillingness to contribute ideas and collaborate with colleaguesUpdate and maintain Salesforce CRM with accurate and timely customer informationMaintain high level of customer satisfaction and trust via a responsive, resourceful, and friendly attitudeBasic QualificationsBachelor of Arts or Bachelor of Science degreeSeries 7 & 66 requiredMinimum 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 clientsA passion for the industry and obsession for doing the right thing for the end investorRegular to extensive travel required for most territoriesProfessional track record of insisting on high standards and paying attention to fine detailsHigh emotional intelligence and ability to collaborate effectively with a distributed team from diverse backgrounds--Preferred QualificationsExperience with bringing to marketing new investment strategiesProficiency in Microsoft Office Suite and Salesforce.com or other CRM platformBuild 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.[1] National Institute on Retirement Security: https://www.nirsonline.org/reports/retirement-in-america-out-of-reach-for-most-americans/

Keywords: Build Asset Management, Springfield , External Wholesaler - Regional Director, Executive , Springfield, Missouri

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