Public Entity Account Manager

Public Entity Sales Representative

We are seeking a Public Entity Sales Representative to drive the distribution of financial products and services to government entities, including cities, school districts, and counties. This role requires extensive travel (50%+) within an assigned territory and includes both day and overnight trips.

Key Responsibilities:

• Build relationships with new and existing clients to grow participation in investment products.
• Conduct client visits, phone calls, and email outreach to achieve sales goals.
• Represent the company at conferences and client meetings (may include occasional after-hours events).
• Prepare reports, manage sales activities, and file expense reports.

Qualifications:

• Bachelor's degree or equivalent experience.
• FINRA Series 7 required; Series 66 preferred (or must obtain within 90 days).
• Proven success in financial services or investment product sales.
• Experience managing a territory with travel.
• Strong communication, organizational, and presentation skills.

NextStep Recruiting provides equal employment opportunities (EEO) to all employees and applicants regardless of race, color, or applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities.