CNL Financial Group
Regional Vice President - External Wholesaler
CNL Financial Group, Orlando, Florida, us, 32885
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. Opportunity requires residence in Cleveland, OH area.
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.
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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 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.
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