Position: Regional Territory Manager
The Spanish Speaking Wholesaler will be responsible for building relationships within the Spanish-speaking community in their territory. They will market Investment products by communicating in Spanish and building a rapport with Spanish-Speaking reps and their clients. This will be accomplished by utilizing new, innovative technology consisting of webcams and virtual meetings. This individual will also travel in the field when necessary to meet with advisors and their clients and must be fluent in Spanish.
The Regional Territory Manager interacts with brokers, financial advisers, registered representatives, and other financial professionals to provide unparalleled service in the marketing, sale, and distribution of Cole’s real estate investment products. Requires the ability to identify investment objectives, match needs profile to appropriate products and effectively describe features and benefits. Responsible for cultivating existing leads and building the relationship with registered representatives.
Successful candidates will have 4 years or more experience in the real estate, securities or financial services industry, with strong sales and business development skills. Candidates should possess basic PC skills and familiarity with customer contact software systems.
Previous experience with DPPs, REITs, or Investment Products
PC Skills includes experience with CRM databases, Excel, and MS Word
Ability to organize and coordinate a high level of job tasks under a variety of conditions and constraints
Excellent interpersonal and verbal/written communication skills
Excellent presentation skills with ability to respond to complex real estate, tax, and investment questions in front of web and live audiences
Education and Professional Designations:
Bachelor’s Degree required
Series 7 and 63 licenses required
Base salary + commissions
Vice President of Business Development, North America
Sterling Global HRC
2415 E. Camelback Suite 1090
Phoenix, AZ 85016 USA
800.350.8012 ext. 110
602.470.8400 ext. 110