How to hire a regional sales consultant

How to hire a regional sales consultant, step by step

Here's a step-by-step regional sales consultant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a regional sales consultant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new regional sales consultant
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the regional sales consultant you need to hire. Certain regional sales consultant roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect regional sales consultant also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of regional sales consultants.

   Type of Regional Sales Consultant	Description	Hourly rate
   Regional Sales Consultant	Wholesale and manufacturing sales representatives sell goods for wholesalers or manufacturers to businesses, government agencies, and other organizations. They contact customers, explain product features, answer any questions that their customers may have, and negotiate prices.	$12-42
   Consultant And Sales Representative	A consultant and sales representative's role is to perform research and analysis to devise strategies for reaching sales targets and optimal services. Aside from providing consultations and business plans, they may also represent the company by reaching out to clients through calls and correspondence... Show more	$68-171
   Sales Representative And Account Manager	A sales representative/account manager is responsible for supervising client portfolio accounts and maintaining long-lasting relationships with business partners. Sales representatives/account managers meet with existing and potential clients to discuss new services offered by the company, as well as addressing their requests for review... Show more	$19-50

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Satisfaction
   • Sales Process
   • Sales Consultants
   • C-Level
   • Business Development
   • Saas
   • Post Sales
   • Product Knowledge
   • Branch Management
   • CRM
   • Regional Sales
   • Sales Presentations
   • Phone Calls
   • PowerPoint

   Check all skills

   Responsibilities:

   • Manage a territory, which include the entire Mid-Atlantic region and NY.
   • Recruit and manage channel sales in the mid-Atlantic and southeast building volume sales.
   • Manage account development and growth across accounts in the emerging, SMB, and commercial markets.
   • Develop and manage a portfolio of customers seeking cost-effective, knowledgeable travel consultation and options.
   • Design and present PowerPoint sales presentations and training materials.
   • Develop and deliver informative sales presentations base on individual customer needs to maximize market share of the designated product portfolio.

3. Make a budget

   Including a salary range in your regional sales consultant job description is one of the best ways to attract top talent. A regional sales consultant can vary based on:

   • Location. For example, regional sales consultants' average salary in nebraska is 56% less than in california.
   • Seniority. Entry-level regional sales consultants 69% less than senior-level regional sales consultants.
   • Certifications. A regional sales consultant with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a regional sales consultant's salary.

   Average regional sales consultant salary

   $49,839yearly

   $23.96 hourly rate

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   Entry-level regional sales consultant salary

   $27,000 yearly salary

   Updated December 25, 2025

4. Writing a regional sales consultant job description

   A good regional sales consultant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a regional sales consultant job description:

   Regional sales consultant job description example

   We are looking for a Regional Consultant for our Strategic Sales & Service department which is dedicated to supporting firm sales initiatives, client servicing and relationship-building efforts in partnership with an external wholesaler in an assigned territory. This is an opportunity to promote the sale of the firm's proprietary investment services through third-party distribution channels while gaining an understanding of client needs and assisting with development of relevant sales ideas. Over time this role helps prepare and develop an individual for potential external wholesaler or additional opportunities across the firm in areas across the Client Group and beyond. This position will offer a flexible working arrangement (hybrid of office and remote working days).
   Job Description
   Specific responsibilities include but are not limited to:
   Understanding our firm's mission and values as well as product offerings in the U.S. retail market Working closely with external wholesaler to develop sales and servicing strategy in order to manage assigned sales region effectively Making proactive servicing and sales calls to existing and prospective clients; receiving inbound calls from existing and prospective clients Partnering with external wholesaler to ensure we maintain a high level of quality activity and take advantage of strategic opportunities Supporting the external wholesaler to make sure we meet the expectations and execute the requests for our clients Conducting competitive analysis to identify new opportunities and advance the sales process with existing opportunities Periodic travel into sales region
   
   Job Qualifications & Key Attributes
   The ideal candidate should have:
   Bachelor's degree, preferably in Finance, Economics, or Marketing, with excellence in academics and strong leadership experience Two years of financial industry experience is preferred Client focus and detail oriented with a strong ability to multi-task and work under pressure in a fast-paced environment Self-starter, strong analytical skills, and have an interest in mastering all aspects of the retail investment management business and capital markets Comfortable working independently while also collaborating as part of a team Registered with Series 7 & 63 or 66 licenses
   
   Client Group Overview
   The Client Group has a presence in the Americas, Europe, Asia and Australia, and is composed of five main areas:
   Sales & Client Services works with financial intermediaries and institutions to offer diversified investment solutions that help clients build and preserve their wealth Business Development is a conduit to the firm's investment teams and supports our clients and internal business partners through investment-platform and product content, messaging, competitive analysis and education Product Strategy & Development designs, develops and manages the firm's global lineup of investment services and considers clients' evolving needs to identify new opportunities Marketing promotes the firm and its services by creating, packaging and distributing content and messaging to engage diverse audiences through digital platforms and initiatives, strategic campaigns, and events Business Transformation looks to evolve and scale our business, leveraging digital and data, to drive top-line growth and improve profitability
   
   The Strategic Sales & Service department is a critical function within our organization that is responsible for the sales and servicing of AllianceBernstein's mutual funds and separately managed account products, in direct partnership with our external sales force, in our U.S. Retail distribution channel. The department's primary objectives are to promote sales of the firm's proprietary investment services through third-party distribution channels while gaining a thorough understanding of client needs, assist in the development of relevant sales ideas, create outcome-oriented solutions for our clients and to support our clients in the development of sound business practices.
   
   Location: Onsite in Nashville, TN
   
   About AllianceBernsteinWe are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the globe. With over 3,700 employees across 51 locations operating in 25 countries, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work.Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we want to support you in making your impact. If you're ready to challenge your limits and empower your career, join us!
   
   People of color, women, and those who identify as LGBTQ people are encouraged to apply. AB does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law. AB's policies, as well as practices, seek to ensure that employment opportunities are available to all employees and applicants, based solely on job-related criteria.
   Nashville, Tennessee

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5. Post your job

   To find the right regional sales consultant for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with regional sales consultants they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit regional sales consultants who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your regional sales consultant job on Zippia to find and attract quality regional sales consultant candidates.
   • Use niche websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit regional sales consultants, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new regional sales consultant

   Once you've found the regional sales consultant candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   Once that's done, you can draft an onboarding schedule for the new regional sales consultant. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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