Regional Sales Consultant at Virtus Investment Partners in Hartford, CT

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JOB TITLE:      Regional Sales Consultant: Hartford, CT                                              

REPORTS TO:  Manager, Sales Desk   


SUMMARY:  This function is responsible for gathering and utilizing marketing intelligence in a territory within a distribution channel.  Together with the external wholesaler, the Regional Sales Consultant is responsible for developing and maintaining existing relationships as well as identifying and acquiring new business within their territory.



  • Make proactive marketing calls within territory focusing on all levels of sales (acquisition, development and retention).

  • Develop and maintain relationships with existing financial advisors in order to sell Virtus products and to identify new sales opportunities.

  • Work as a partner with the external wholesaler in order to formulate and implement a business plan sales strategy.

  • Convey sales ideas, accurate product information and gather marketing data in discussions with targeted financial advisors.

  • Document information in CRM system from conversations with financial advisors pertinent to business and relationship development to be referenced in follow-up calls.

  • Creates daily Sales Plan, making sound business decisions in terms of prioritizing and managing workload.

  • Support strategic marketing initiatives on corporate and department level.

  • Develop and maintain business relationships with internal Virtus resources.

  • Deliver effective presentations promoting Virtus’ products, services and competitive advantages: presentations given to internal audiences.

  • Develop and enhance industry and product knowledge in order to effectively communicate and build credibility with financial advisors.

  • Assist with any projects or events implemented in support of Virtus’ marketing vision

  • Ensure completion of administrative tasks, including but not limited to: mailing; documentation, etc.


This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for the position.  Other duties may be assigned from time to time by management.  The percentage of time for each duty or responsibility may vary in response to business needs.




  • Bachelor’s degree with 3-6 years’ related experience

  • FINRA Series 7 and (66 or 63 and 65)

  • Strong preference for Spanish-speaking candidates

  • Ability to solve moderately complex problems

  • Ability to provide clarity for others to accept new ideas or changing concepts.

  • Ability to work in a fast-paced environment with strict and demand deadlines and priorities that are subject to change

  • Proficiency in MS Outlook and SalesPage

  • Outstanding written and verbal communication skills, superior sales skills and an excellent client service aptitude and attitude.

Virtus Investment Partners (Nasdaq: VRTS) is a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors. The company provides investment management products and services through its affiliated managers and select subadvisers, each with a distinct investment style, autonomous investment process and individual brand. Virtus Investment Partners offers access to a variety of investment styles across multiple disciplines to meet a wide array of investor needs. Additional information can be found at

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