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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in executing sales strategies and building relationships with financial advisors while effectively communicating complex investment concepts. Proven track record in asset growth and successful territory management within the financial services industry.
Highest-signal resume keywords
External Wholesaling ExperienceSales Strategy ExecutionAlternative Investment DistributionRelationship BuildingConsultative Sales Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Campaign DevelopmentTerritory Business PlanningInvestment Product KnowledgeMarket AnalysisSales Reporting
Soft Skills
Strong CommunicationSelf-MotivatedHighly OrganizedCollaborative TeamworkInfluencing Skills
Tools & Technologies
CRM ToolsSales Reporting Systems
Certifications & Qualifications
Bachelor's DegreeSeries 7 LicenseSeries 63 LicenseLife Insurance License
Industry Keywords
Financial AdvisorsAlternative InvestmentsReal Estate Investment ProductsPrivate PlacementsBroker-Dealer Channels
About the role
Key responsibilities & impact- Own and execute the sales strategy for a multi-state territory, with accountability for asset growth and advisor engagement
- Develop and maintain relationships with financial advisors, branch managers, home office personnel, and key decision-makers
- Identify and cultivate new advisor relationships while strengthening and expanding existing partnerships
- Deliver presentations on NexPoint's investment products, market outlook, and portfolio solutions
- Educate advisors on alternative investment strategies, including real estate, private credit, interval funds, private placements, BDCs, and income-oriented investments
- Partner with Internal Wholesalers to coordinate advisor coverage, business development initiatives, and follow-up activities
- Create and execute territory business plans, including advisor segmentation, sales campaigns, and travel scheduling
- Maintain product knowledge and industry expertise to position NexPoint's solutions competitively
- Attend industry conferences, advisor events, due diligence meetings, and networking opportunities
- Utilize CRM tools and sales reporting systems to track activity, manage pipelines, and monitor territory performance
- Collaborate with marketing, product management, compliance, and senior leadership teams to support strategic initiatives and business growth
- Report to the National Sales Director
Requirements
What you’ll need- Bachelor's degree required
- Series 7, Series 63, and Life Insurance licenses required
- Must reside within the assigned territory
- Willingness to travel approximately 80% of the time
- Minimum 3-5 years of successful external wholesaling experience with a documented track record of asset growth and sales achievement
- Experience covering wirehouse, regional broker-dealer, independent broker-dealer, and/or RIA channels
- Experience distributing alternative investments, real estate investment products, private placements, interval funds, mutual funds, annuities, or similar investment solutions
- Demonstrated ability to build trusted advisor relationships and influence investment decision makers
- Strong consultative sales, presentation, and territory management skills
- Ability to understand and articulate complex investment concepts and market themes to sophisticated audiences
- Self-motivated, highly organized, and entrepreneurial with a strong competitive drive
- Proven ability to work collaboratively with internal sales, operations, and cross-functional teams
Benefits
Comp & perks- Competitive base salary and commission plan based on experience and performance
- Industry leading health insurance plan with no employee premiums or deductibles
- 401(k) plan with employer match