Regional Vice President - External Wholesaler

Job DetailsDescriptionPosition Summary:This position is responsible for the sales of the CNL Securities Corp. distributed investment products through registered representatives and broker/dealers, and to raise capital for various alternative investment offerings.THIS POSITION WILL SUPPORT THE IN, MI, OH, PA, KY, and NY TERRITORY. OPPORTUNITY REQUIRES RESIDENCE IN CLEVELAND, OH AREA.Job FunctionsDevelop and execute sales campaigns and marketing plans for CNL Securities Corp. distributed investment products.Create and deliver effective sales presentations to Registered Representatives, advisors, and investors.Implement and drive the achievement of business goals related to the sales function.Generate new client relationships and business opportunities, as well as maintain and enhance relationships with existing client base.Act as a representative for CNL Securities Corp. with existing and potential clients, business contacts, and industry associationsManage assigned sales territory, including meeting and presentation schedules and attendance at industry conventions.Maintain knowledge base on all aspects of the investment industry, competitors (direct and indirect), and products available in the securities markets.Comply with all rules and regulations of selling securities as outlined by FINRA, the SEC, individual States, as well as any internal guidelines established by CNL Securities Corp.Core CompetenciesExtensive knowledge of the investment industryCapable of recognizing business opportunities within and outside the industryExcellent leadership and management skillsTakes initiative and is solution-oriented in all interactions.Strong analytical skillsExcellent interpersonal skills, including oral and written communication.Strong computer skillsExcellent planning and organizational skillsEducation & ExperienceBachelor's degree required.Series 7 and Series 63 licenses required.Previous wholesaling experience required.