Reporting to the Vice President, Director of Intermediary Distribution, the Regional Consultant (internal wholesaler) is a consultative sales role responsible for partnering with the Regional Director (external wholesaler) to build and maintain financial advisor relationships by delivering value to their businesses through exceptional communication, problem-solving skills, and product solutions. This individual will demonstrate strong knowledge of the financial industry, investment trends, and Weitz Investment Management’s (WIM) product offering.

This role is based in Omaha, NE. WIM offers a hybrid work environment (2-days remote/ 3-days onsite).

Essential Functions

• Work with Regional Director to develop and execute a territory business plan to grow sales, market share and increase visibility.
• Develop a strong command of WIM’s products and investment process.
• Utilize industry knowledge, personal relationships, and WIM’s proprietary Business Intelligence tools to prioritize activity and develop and grow existing and new relationships.
• Effectively profile advisors to understand their practice, clients, and investment process to better serve their needs and strategically position WIM products.
• Handle daily territory management tasks to ensure maximum business efficiency, including updating and maintaining WIM’s CRM system with all activities and communications.
• Conduct virtual sales meetings/presentations with financial advisors to discuss the benefits of WIM’s products, including key differentiators and competitive positioning.
• Provide high quality service to financial advisors to ensure growth and retention of assets and clients.
• Collaborate with business partners in marketing and business intelligence to enhance tools, processes and resources.
• Stay up to date on economic and market conditions to effectively support advisors, identify opportunities and respond to inquiries.
• Ensures compliance with internal policies and procedures as well as all regulatory requirements.
• Occasionally travel to the territory to participate with the Regional Director for dinners, conferences, and meetings.
• Other duties as assigned based on company needs. 

• Bachelor's degree in business or related field, or equivalent education/experience
• Minimum 2 years of experience in financial services industry
• Excellent interpersonal skills and the ability to work collaboratively and effectively
• Ability to balance multiple priorities and meet specific territory goals
• Motivated, self-starter
• Ability to work collaboratively and effectively
• Series 6 or 7 and 63 licenses required

Effective January 1, 2022, all successful applicants for positions with Weitz Investments must be fully vaccinated against COVID-19 as a condition of new and continued employment and provide proof of current vaccination status prior to commencement of employment, unless legally entitled to a reasonable accommodation related to a religious or medical exemption. Evidence of receipt of subsequent booster doses may be required of applicants and throughout employment at Weitz Investments’ discretion, and/or if recommended by the CDC.