Regional Vice President - External Wholesaler

Position 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.

Job Functions:

• Develop 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 associations
• Manage 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 Competencies:

• Extensive knowledge of the investment industry
• Capable of recognizing business opportunities within and outside the industry
• Excellent leadership and management skills
• Takes initiative and is solution-oriented in all interactions.
• Strong analytical skills
• Excellent interpersonal skills, including oral and written communication.
• Strong computer skills
• Excellent planning and organizational skills

Education & Experience:

• Bachelor's degree required.
• Series 7 and Series 63 licenses required.
• Previous wholesaling experience required.