Regional Consultant (Internal Wholesaler)

Crossmark, located in Houston, Texas, serves as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs. We are especially known for helping investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark's client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come.


Crossmark is indirectly owned by a non-profit organization, and our net income supports multiple ministry programs. We believe in the power of giving back and making a positive impact on the world we live in. Our team actively participates in volunteer initiatives and charitable causes. By supporting these efforts, we not only strengthen our communities but also foster a culture of empathy, collaboration, and social responsibility within our firm. This commitment reflects our Core Values: Integrity, Courage, Commitment, Proficiency and Professionalism.

Position Description/Background:

A successful candidate will possess superior communication skills, solid organizational skills, strong analytical skills as well as a passion for developing impactful client relationships. They will have a clear understanding of the sales process, the ability to effectively prioritize and knowledge of the capital markets. They must be self-motivated and adhere to our Core Values.

Essential Duties and Responsibilities:

• Develop and maintain relationships with existing financial advisors in order to market Crossmark's products, as well as identify new sales opportunities within their territory to meet sales goals
• Raise and retain assets within a geographic territory by making proactive phone calls to financial advisors to share sales ideas, provide product information, gather marketing data and offer sales support
• Deliver effective presentations to promote Crossmark products, services and competitive advantages
• Develop and implement a business plan and sales strategy with Regional Vice President (external wholesaler), and sales leadership

Qualifications:

• Series 7 and Series 66 (or equivalent) required or must be obtained within 90-days of hire
• Bachelor's degree required
• Minimum 1-year experience within the financial services industry, preferably in Sales
• Demonstrated relationship management skills, including the ability to work in a team environment
• Proficient in Microsoft Office products (Excel, Word, and PowerPoint)
• Salesforce or equivalent CRM experience preferred
• Strong time management, organizational, and problem-solving skills
• Ability to work in a changing fast paced high call volume environment, with enthusiasm and a positive attitude

Pay Type: $70,000 - $80,000 Base Salary + Commissions

Job Type: Full-time