Source Job

$75,000–$125,000/yr
US 4w PTO

  • Drive regional investment sales growth by strengthening existing advisor partnerships and developing new opportunities in Upstate New York.
  • Collaborate with top-performing wholesaling teams and internal partners to align with Manulife's investment business growth strategy.
  • Provide monthly progress updates to management and senior leadership while educating retail clients on products and capital markets.

Sales Relationship Building Strategic Planning

9 jobs similar to Regional Investment Sales Director

Jobs ranked by similarity.

$94,500–$105,000/yr
US

  • Develop and execute strategic business plans with Financial Marketing Organizations to expand life insurance sales.
  • Build and maintain strong relationships with agents, FMOs, and internal teams to drive business growth.
  • Design and implement training programs and sales campaigns to improve agent productivity and market presence.

Our partner is a company seeking a Life Sales Manager to drive profitable sales growth through strategic relationships with financial marketing organizations and agents. They offer a collaborative insurance environment with a competitive compensation package and inclusive workplace culture.

US

  • Develop and maintain high annuity production through a detailed business plan, training, and relationships with Financial Institutions.
  • Execute wholesaling functions in assigned territories, cultivating successful business with top producers.
  • Coordinate regional business plans with Internal Wholesalers, driving sales team activity and goals.

Protective Life helps protect customers against life's uncertainties, providing peace of mind through insurance and financial products. It is a major company with a strong corporate benefit package, emphasizing employee wellbeing and inclusion.

$60,000–$80,000/yr
US

  • Achieve territory sales goals by providing assisted-sales support to national broker/dealers.
  • Build strategic relationships, prospect with assigned advisors, and train them on products and sales ideas.
  • Support illustrations, case design, and point-of-sale client meetings while developing field activity plans.

Saybrus Partners is a nationwide insurance distribution organization partnering with financial professionals on insurance and annuity solutions. It has 100+ local experts and 50 internal professionals, and values straightforward communication and rewarding excellence.

US

  • Complete comprehensive training and obtain required licenses to become a successful Financial Advisor
  • Develop a book of business through prospecting, networking, and building client relationships
  • Provide sound financial advice and manage client portfolios consistent with their objectives and risk tolerance

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962, the company has a people-first culture with locations across the US, Canada, UK and Germany, and emphasizes diversity, inclusion and professional growth.

US 8w maternity 8w paternity

  • Manage the entire sales experience for M&A prospects sourced through investment banker relationships, from initial contact through closing.
  • Cultivate and nurture strong professional relationships with investment bankers, coordinating with finance, legal, and deal team leaders to ensure smooth deal progression.
  • Support pre-closing activities and provide regular pipeline updates, while also attending industry events to represent the company.

Mercer Advisors is an independent fiduciary that helps families integrate financial planning, investment management, tax, estate, and insurance through a single team. With over 42,800 families served across 110+ cities, the firm has more than half women employees and client-facing professionals, and was ranked #1 RIA firm by Barron's for two consecutive years.

US

  • Drive annuity sales and develop strategic relationships with financial advisors across MN, ND, SD, and Northern WI.
  • Build and execute territory plans to expand distribution through bank and broker-dealer channels.
  • Conduct field-based and virtual sales activities, including advisor meetings, training, and point-of-sale support.

Eagle Life is a retirement and annuity solutions provider that works with financial advisors to help clients plan for retirement. The company emphasizes a collaborative, inclusive culture and supports employee development, well-being, and work-life balance.

$80,000–$100,000/yr
US Unlimited PTO

  • Manage relationships with a portfolio of RIA partner firms, driving engagement and referrals.
  • Guide advisors from onboarding through sustained referral activity with education and proactive coordination.
  • Collaborate with attorneys, client success teams, and stakeholders to ensure a seamless estate planning experience.

The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.

$70,802–$106,203/yr
Canada 6w PTO

  • Drive growth and strengthen market presence across the individual life insurance and investment sectors.
  • Manage relationships with financial advisors and MGAs, promoting insurance and investment solutions.
  • Develop new business opportunities, deliver partner training, and contribute to go-to-market strategies.

The company operates in the individual life insurance and investment sectors, distributing products through financial advisors and Managing General Agencies. It offers a fully remote, flexible work environment with a strong commitment to diversity, equity, and inclusion, and supports employees with comprehensive benefits and professional development.

$75,426–$125,710/yr
US

  • Establish and maintain relationships with brokers and employer groups to drive new business.
  • Coordinate proposal development, open enrollment meetings, and service existing clients.
  • Track activities through CRM and travel within assigned territory to meet with clients.

Dominion National is an established benefits carrier expanding its commercial sales footprint. It is a growing organization that combines stability with opportunity, seeking talented sales professionals to shape its future.