Regional Sales Representative recruitment

Principal Responsibilities:

•  Manage region with external partner to attain both revenue and profitability goals

•  Conduct consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals

•  Develop and execute sales plan strategies with members of both external internal sales teams

•  Articulate fund objectives, discuss financial markets (domestic and international) and portfolio strategies

•  Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts

•  Develop asset allocation strategies based on client objectives and risk tolerances

•  Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors

•  Work with various departments/individuals within the organization to provide ‘Best in Class’ service to our financial advisors

•  Handle daily territory management tasks to ensure maximum business efficiency, i.e. update and maintain CRM, generate hypotheticals/proposals, etc

Competencies for Success/Requirements:

•  Minimum of 3-5 years relevant experience in financial services industry

•  Thorough understanding of the financial/capital markets; mutual funds, group and individual retirement plan products, separately managed accounts, hedge funds and other investment vehicles

•  Ability to view business on a macro and micro level

•  Motivated to achieve success

•  Strong work ethic, high integrity and strong values

•  Sound communication and interpersonal skills

•  Strong sales skills; probing, listening and closing

•  Exceptional verbal and writing skills

•  Ability to learn and adapt to new technologies

•  Series 7 63 required

•  College degree preferred

OFI Core Competencies

Leadership and Communication
Has passion to win; champions change and innovation; motivates others to follow despite ambiguity; addresses conflict and makes tough decisions; builds coalitions; does not place self before others; accepts ownership and accountability; inspires trust; fosters open communication.

Planning and Execution
Conducts careful and systematic analysis; drives for results; follows through on commitments; aligns, plans, develops and deploys coherent goals; ensures customer loyalty through continuously improving performance, products and services.

Business Insight
Understands business context; possesses necessary financial acumen and broad understanding of financial services; maximizes technology.

Personal Credibility
Is interpersonally savvy; speaks and presents effectively; continuously learns and grows; develops self; grasps development opportunities; breaks out of silos; listens to others; is successful and resilient.

Corporate Values
The candidate must be comfortable with continuous change and demonstrate commitment by abiding to OFI’s Corporate Values:

•  1. Excellence

•  2. Integrity

•  3. Team Spirit

•  4. Caring