Regional Sales Consultant - East Territory

Role Overview

The Regional Sales Consultant is responsible for driving growth within the Primerica channel by building and deepening trusted relationships with financial advisors, increasing adoption of Meeder's investment solutions, and expanding assets under management across the territory. This role serves as a consultative partner to advisors, leveraging a strong understanding of Meeder's full product suite to identify opportunities, deliver impactful sales presentations, and help advisors achieve better client outcomes. In the short term, success is measured by establishing advisor relationships, generating sales activity, and growing product awareness within the territory. Over the long term, the Regional Sales Consultant will strengthen Meeder's market presence, drive sustained asset growth, and become a valued resource to advisors by consistently delivering investment insights and solutions that support their business objectives.

Primary Responsibilities

• Develop and execute a strategic territory business plan to increase advisor engagement and adoption of Meeder's managed account solutions, grow assets under management, and achieve established sales and activity goals.
• Build and deepen trusted relationships with Primerica financial advisors through consistent in-person and virtual engagement, proactive outreach, and exceptional ongoing support.
• Partner closely with the Internal Consultant as a coordinated territory team to develop advisor relationships, prioritize opportunities, execute territory strategies, share advisor intelligence, and maximize territory production.
• Utilize a consultative discovery process to understand each advisor's business, client base, challenges, goals, and pain points before recommending investment solutions, resources, or strategies that address their specific needs.
• Educate and guide advisors on managed account investing, Meeder's investment strategies, portfolio positioning, and appropriate solution usage, helping advisors build the knowledge and confidence necessary to effectively communicate investment solutions to their clients.
• Demonstrate strong capital markets and investment knowledge and translate market developments, economic trends, portfolio positioning, and investment concepts into clear, practical guidance that advisors with varying levels of investment knowledge can understand and apply in client conversations.
• Identify and develop growth opportunities by expanding relationships with existing advisors, engaging new advisors, and helping advisors identify appropriate opportunities within their practices.
• Deliver a differentiated level of advisor service by responding quickly, anticipating needs, creatively solving problems, providing thoughtful solutions, and consistently following through on commitments.
• Maintain deep knowledge of Meeder's investment philosophy and strategies, competitive positioning, and the Primerica managed accounts platform, and collaborate with Investments, Marketing, National Accounts, Operations, and Sales leadership to provide accurate, relevant, and coordinated advisor support.
• Effectively manage the territory and sales pipeline, including advisor segmentation and prioritization, CRM documentation, scheduling, budget-conscious travel, and adherence to regulatory, compliance, and company policies.