Job Description
Note:
The job is a remote job and is open to candidates in USA. Virtus Investment Partners is a dynamic, fast-growing organization dedicated to the success of its employees. They are seeking a Regional Sales Consultant to engage financial advisors and intermediaries in the U.S. Offshore and Latin American markets, promoting Virtus products and solutions tailored to regional needs. Responsibilities Engage financial advisors and intermediaries via phone, email, and webinars in both English and/or Spanish to develop and maintain relationships, positioning Virtus products/solution tailored to offshore markets.
Keep offshore gatekeepers/home-office updated on Virtus offshore channel and work closely with head of offshore distribution in identifying business development opportunities Document all interactions and activities in CRM systems, ensuring accuracy and compliance Conduct investment analysis using Morningstar, YCharts, and other tools to support external partners and advisors on the offshore channel, while helping with all day to day operational issues Identify sales opportunities through CRM, Simfund, and other data sources, with a focus on Offshore distribution channels.
Work closely with internal partners especially marketing/legal/compliance to make sure all materials are updated in a timely manner Collaborate with colleagues and Virtus resources to generate ideas and solve problems, contributing to strategic initiatives in Offshore markets. Also work with LatAm regional distribution partners as needed with ad-hoc requests Skills Bachelor's degree with 1-3 years of related experience FINRA Series 7 and (66 or 63 and 65) required Fluency in Spanish is mandatory; Portuguese is a plus Ability to solve complex problems and adapt to a fast-paced, dynamic environment Proficiency in in MS Outlook, SalesPage, and CRM platforms Outstanding written and verbal communication skills in both English and Spanish Strong sales acumen and a client-centric approach Experience working with Offshore clients or international distribution Benefits Incentive plan Company Overview Virtus Investment Partners provides investment management products and services to individuals and institutions.
It was founded in 2008, and is headquartered in Hartford, Connecticut, USA, with a workforce of 501-1000 employees. Its website is