Regional Advisor

Job Summary

We are seeking a dynamic and strategic Regional Advisor to lead and support business development initiatives across multiple territories. This energetic role is vital in driving growth, fostering strong client relationships, and ensuring the successful execution of regional strategies. The ideal candidate will possess a passion for assisting families, exceptional relationship management skills, and a proactive approach to expanding market presence. As a key member of our team, you will leverage your expertise in CRM systems, strategic planning, and cross-functional collaboration to achieve impactful results and elevate our regional performance.

Duties

• Develop and implement comprehensive regional business development strategies to expand the client base and increase revenue streams.
• Utilize CRM software to track prospects, manage client relationships, and analyze sales data for informed decision-making.
• Lead prospecting efforts through targeted marketing campaigns, networking, and strategic outreach to identify new opportunities.
• Collaborate across departments including marketing, sales, and project management to align regional initiatives with overall company goals.
• Manage the end-to-end deal closing process, including negotiations, proposal presentations, and contract finalizations.
• Cultivate strong relationships with existing clients while proactively identifying opportunities for upselling and cross-selling.
• Oversee team activities related to sales negotiation, client communication, and strategic planning to ensure consistent achievement of targets.
• Monitor regional performance metrics regularly and adjust strategies accordingly to optimize results.

Qualifications

• Proficiency in CRM systems, and Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong skills in sales negotiation, deal closing, and relationship management.
• Demonstrated ability to lead cross-functional teams and manage multiple projects simultaneously.
• Excellent strategic planning capabilities with a focus on customer-centric solutions.
• Experience in prospecting, marketing coordination, and customer communication within a fast-paced environment.
• Strong negotiation skills complemented by effective communication abilities.
• Prior experience in project management or strategic management roles is highly desirable.

About the Opportunity

Truewealth is seeking driven professionals who want to build rewarding careers in financial services. This commission-based role provides uncapped earning potential and the freedom to build your own client portfolio with the full backing of an established agency. Meet with clients in person or advise them remotely, and enjoy the flexibility to manage your own schedule and practice. Every professional, whether in-person or remote, receives comprehensive training, dedicated mentorship, and continuous professional development throughout their career with Truewealth. Paid training is available to those who choose in-person client meetings.

New to Commission-Based Work?

If a commission-based role feels like a big step, that's completely understandable.

You're welcome to start with us part-time while you build your client base, then transition to full-time when you're ready. Many also pursue this opportunity as supplemental income alongside their current career.

Who We're Looking For

• Unlicensed candidates: we will guide you through the licensing process.
• Licensed professionals: you are welcomed with open arms.
• Self-driven or family-driven individuals with a strong ambition to succeed.

What We Offer

• Uncapped commission and unlimited income potential
• Ongoing training and professional development for all professionals, in-person and remote
• Paid training for in-person professionals
• Dedicated, hands-on mentorship as you grow your practice
• Full support throughout the licensing process
• The opportunity to expand into Medicare and wealth-building solutions
• Full-time or part-time options to fit your goals
• The flexibility to work remotely or in person
• Full autonomy over your schedule

Please Note

This is a commission-based position with no base salary.

Pay: $60,000.00 - $100,000.00 per year

Benefits:

• Flexible schedule

Application Question(s):

• Are you comfortable with performance based compensation?

Work Location: Remote