Regional Sales Consultant (Offshore) chez Virtus

Virtus is dedicated to the success of employees and helping everyone on our team achieve their goals.

We are a dynamic, fast-growing organization with the resources of a large firm and the innovative environment of an entrepreneurial company that promotes collaboration and employee engagement. Every member of our team is empowered to make a tangible impact in offering clients high-quality investment strategies to meet their financial needs and delivering value for our shareholders.

We are an organization where employees can thrive personally and professionally. Professional development opportunities help employees enhance their skills and grow in their careers. Meaningful financial rewards and a comprehensive package of benefits support employees at every stage of life and encourage work-life balance, and physical, emotional and mental well-being.

We believe in the value of a diverse, inclusive, and respectful work environment and are committed to making a positive impact in the communities where we live and work.

Job Description

Internal sales partner to the offshore distribution team covering both the U.S. Offshore and LatAm market. This role is responsible for engaging financial advisors and intermediaries across Latin America and other Spanish-speaking regions, positioning Virtus products and solutions in alignment with regional needs. Spanish fluency is essential for effective communication and relationship-building.

Primary Job Responsibilities:

• Engage financial advisors and intermediaries via phone, email, and webinars in both English and/or Spanish to develop and maintain relationships, positioning Virtus products/solution tailored to offshore markets.  Keep offshore gatekeepers/home-office updated on Virtus offshore channel and work closely with head of offshore distribution in identifying business development opportunities
• Document all interactions and activities in CRM systems, ensuring accuracy and compliance.
• Conduct investment analysis using Morningstar, YCharts, and other tools to support external partners and advisors on the offshore channel, while helping with all day to day operational issues.
• Identify sales opportunities through CRM, Simfund, and other data sources, with a focus on Offshore distribution channels.  Work closely with internal partners especially marketing/legal/compliance to make sure all materials are updated in a timely manner.
• Collaborate with colleagues and Virtus resources to generate ideas and solve problems, contributing to strategic initiatives in Offshore markets. Also work with LatAm regional distribution partners as needed with ad-hoc requests.

Ideal Qualifications:

• Bachelor’s degree with 1-3 years of related experience.
• FINRA Series 7 and (66 or 63 and 65) required.
• Fluency in Spanish is mandatory; Portuguese is a plus.
• Ability to solve complex problems and adapt to a fast-paced, dynamic environment.
• Experience working with Offshore clients or international distribution preferred.
• Proficiency in in MS Outlook, SalesPage, and CRM platforms.
• Outstanding written and verbal communication skills in both English and Spanish.
• Strong sales acumen and a client-centric approach.

The base salary for this role is $73,000.

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data. This position is also eligible to participate in an incentive plan.