Regional Sales Manager - Timothy Plan

In 1994, Timothy Plan was started to be a beacon for Godly stewardship in the financial community. The first of its kind, Timothy Plan is a family of mutual funds that utilizes Biblically Responsible Investing filters to ensure that no money is invested in companies that are supportive of ideals contrary to the Biblical moral imperative. Pro-family, Pro-life, Pro-Community: Timothy Plan aligns one's financial stewardship with the Godly principles the applicant strives to exhibit every day. It’s about Kingdom Impact Investing—the impact money has by being placed with companies that don’t participate in activities contrary to scripture.

The Regional Sales Manager plays a pivotal role in the team, centered around fostering relationships with financial advisors and proficiently explaining the range of mutual fund and ETF products. Effective communication through various channels, willingness to travel, comfort in sales, and the capacity to promote Biblically Responsible Investing are vital. One must be adept at delivering the Timothy Plan's elevator pitch and contributing positively in a team environment. Maintaining an active FINRA Series 7 license through continuing education is a requirement.

Responsibilities

• Establish and maintain relationships with financial advisors through calls, Zoom meetings, emails, and in-person visits
• Communicate the features and benefits of Timothy Plan’s mutual funds and ETFs to advisors
• Travel periodically for meetings and represent the company at advisor conferences as a booth sponsor
• Support financial advisors in integrating Biblically Responsible Investing into their practices
• Deliver Timothy Plan’s elevator pitch, highlighting the core values and the benefits of Biblically Responsible Investing without giving any financial advice or recommendations
• Actively collaborate with team members to share ideas and foster growth
• Maintain an active FINRA Series 7 license through continuing education
  
  

Qualifications

• Excellent interpersonal and customer service skills
• Self-motivated
• Ability to deliver compelling presentations to small and large audiences
• Strong adaptability and problem-solving skills in a dynamic sales environment
  
  

Requirements

• Excellent phone skills and warm personality
• Prior experience in financial sales or a similar role
• Active FINRA Series 7 license or willingness to obtain
• Salesforce or other CRM experience
• Willingness to travel as needed
  
  

Nice to Have

• Bachelor's Degree in Finance, Business Administration, or a related field
• Comprehensive knowledge of mutual fund and ETF products
• Salesforce
  
  

What Timothy Plan Offers

• Competitive base salary of $85k opportunity for commissions up to $40k
• Health insurance
• Flexible vacation policy
• 401(k)