Regional sales consultant job description

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

US-OR-Portland

Type: Part Time - Benefitted
System Office 1919 Building

Overview

Remote Position (OR/WA Only)

This is a remote position - incumbents, who reside in Oregon or Washington only. There may be occasional situations that require work to be performed on-site at an assigned Legacy Health location.

All new hires are required to come to a designated Legacy Health office location in Portland, Oregon prior to their start date for a new hire health assessment and to complete new hire paperwork.

Note that our employee health plan coverage is for providers based in the Legacy Health geographic region. To find providers in our network click here. Urgent and emergent coverage is available outside Legacy Health's geographic region and telehealth is available within Oregon and Washington.

This position may require initial training and orientation to be site-based, before transitioning to the remote schedule.

Responsibilities

At Legacy, we strive to make lives better for everyone. We follow that mission in every area of our healthcare community, from patient care to Information Services. The Telehealth Associate will excel in this role using their organization, project coordination and communication skills daily. If you have an interest in supporting technology and technology implementations that advance the care available to patients, we'd like to talk to you.

The Telehealth and Regional Outreach Consultant oversees operations for internal and external telehealth programs and services, triaging requests as they arise. Designs systems with related teams to trouble shoot issues related to Telehealth programs, establishing criteria for appropriate delegation based on clinical needs. Assists Program Director with evaluation of processes with the goal of improving operational efficiencies throughout all services/programs.

Manages schedule for the implementation, development and maintenance of departmental system(s) and procedures used to facilitate remote communication of telehealth information, keeping in mind the capacity and limitation of the Legacy systems, outreach client capabilities and desired outcome. The consultant leads development of clinical workflows with various clinical teams to develop standardized workflows consistent throughout programs and communicates/educates other departments impacted by new processes (ex. Billing, One Call, Epic)

Mentors and orients new staff as well as other involved Legacy staff specific to existing and new programs and clinical operations. Develops training materials for new technical operations that extend to providers and clinical staff for program planning and implementation.

The Consultant is the primary contact for IS to develop new trouble shooting processes, and works with the involved teams and vendors to implement new services. Works collaboratively with Telehealth Coordinator to develop customized workflows for new sites/programs internally and externally.

Qualifications

Education:

Bachelor's Degree in Business or Hospital Administration, Nursing or related field, or related equivalent experience required. Master's Degree preferred.

Experience:

Seven to ten years' experience in clinical operations, EHR implementation, project management, developing workflow processes, and/or team leadership. Experience in successful collaboration with physicians and other healthcare professionals. Two years' experience in data analysis related to healthcare preferred. Knowledge of current computer systems used within Legacy Health preferred.

Skills:

Ability to maintain positive interpersonal relationships and strong communication skills with colleagues, physicians, and staff of other healthcare facilities.

Capable of coordinating efforts with team members within and outside of own department.

Demonstrated ability to do systematic, thorough problem solving.

Demonstrated knowledge of project management skills.

Demonstrated knowledge of hospital EMR systems and basic clinical terminology to navigate through documentation

Basic knowledge of operations, patient flow and physician surveying.

Ability to problem-solve and prioritize multiple projects.

Ability to handle multiple demands and to respond to rapidly changing priorities.

Independent judgment skills to effectively make appropriate decisions related to the position.

Experience in working with community providers in a professional setting.

Organizational skills that demonstrate ability to both function independently and work closely with others in the organization.

Knowledge of administrative, financial and marketing systems.

Demonstrated ability to be flexible and adaptable in accomplishing the objectives of the program.

Knowledge of basic connectivity mechanisms required for developing workflows for remote image transfer services

Expert in data management and advanced desktop skills.

Strong written and verbal communication skills.

• Ability to lead teams and design new workflows with clinical operations teams
• Knowledge of health care issues, statewide market share/demographics and financing.
• Leadership ability to work with director, senior management and physicians to accomplish objectives of the program and the organization.

LEGACY'S VALUES IN ACTION:

Follows guidelines set forth in Legacy's Values in Action.

Equal Opportunity Employer/Vet/Disabled

PI194436597

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Profile Summary:
Our Regional Sales Consultants are responsible for leading and driving territory growth by creating and maintaining relationships with advisors to position our mutual fund platform.

Profile Description:As a wholesaler on this team you will be responsible for:
Executing marketing campaigns to drive sales within the territory Effectively position Voya's products within the market space served Make outbound calls daily as well as taking inbound calls Initiate and/or follow up on sales calls, identify new opportunities and answer sales questions.Manage call/activity/quality metrics for position Other duties as assigned
Knowledge & Experience:
Bachelor's degree or equivalent2-4 years related sales/marketing experience2-4 years experiencing selling and/or servicing mutual funds Series 6 License required Excellent telephone, written and verbal communication skills

**This posiiton will cover the Pacific Northwest and preference is for the employee to reside in this region**

#LI-NV1

Be Well. Stay Well.
Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer
Health, dental, vision and life insurance plans 401(k) Savings plan - with generous company matching contributions (up to 6%) Voya Retirement Plan - employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture:
Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable AccommodationsWe are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee's request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities.Misuse of Voya's name in fraud schemes