Regional Sales Consultant

Virtus Investment Partners Open · verified Sep 14, 2026

3 Locations Full-time Mid-level Account Executive

Mid-level Account Executive role at Virtus Investment Partners. 3 Locations · full-time · $55,500–$70,500 base.

SalaryStated by Virtus Investment Partners

$55,500 – $70,500

Base salary for this role, in USD per year, as published in the posting.

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Support an external regional sales director as the internal sales partner
Build advisor relationships through calls, email, and webinars while positioning Virtus offerings
Use Morningstar and internal resources to analyze questions for advisors and the external partner
Find sales openings through CRM, PowerBI, and other data sources, then update CRM records
Work with Virtus colleagues to generate ideas and solve problems

What you bring

A bachelor’s degree and three to six years of relevant experience
FINRA Series 7 plus either Series 66 or Series 63 and 65
Strong problem-solving skills and the ability to manage changing priorities and demanding deadlines
Confidence with MS Outlook and SalesPage, along with strong sales, communication, and client-service skills

Who this fits

This role suits a mid-career sales professional who works well with financial advisors, colleagues, and shifting priorities. You must be a U.S. citizen or lawful permanent resident. Virtus does not sponsor work visas or support OPT/CPT programs for this position.

From the employer

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.

We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders.

We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being.

We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work.

Job Description

Internal sales partner to an external regional sales director.

Primary Job Responsibilities:

Engage financial advisors via phone, email, and webinars to develop/maintain relationships to position Virtus products/solutions.
Run analysis for external partner/advisors via Morningstar and other internal resources.
Identify sales opportunities via CRM/PowerBI and other data sources.
Collaborate with colleagues and other Virtus resources for idea generation and problem-solving.
Document CRM.

Ideal Qualifications:

Bachelor’s degree with 3-6 years of related experience.
FINRA Series 7 and (66 or 63 and 65).
Ability to solve complex problems.
Ability to work in a fast-paced environment with strict and demanding deadlines and priorities that are subject to change.
Proficiency in MS Outlook and SalesPage.
Outstanding written and verbal communication skills, superior sales skills, and an excellent client service aptitude and attitude.

This position requires U.S. citizenship or lawful permanent residency (Green Card holder) as a condition of employment. We are unable to sponsor work visas or provide support for OPT/CPT programs for this role.

The salary range for this position is $55,500 to $70,500 and varies by geographic location. The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in an incentive plan.