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Faith-Based Director

Frontier Asset Management
Posted 2 months ago, valid for 9 days
Location

Denver, CO 80259, US

Salary

USD 70000 - 100000 YEAR

info
Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance

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Sonic Summary

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  • The Faith-Based Director position focuses on expanding the firm's reach in the faith-based investment market by developing relationships with financial advisors.
  • Candidates should have a strong understanding of faith-based investing and be able to articulate its principles and benefits, requiring a minimum of mid-level experience.
  • The role includes responsibilities such as promoting faith-based strategies, conducting educational presentations, and collaborating with marketing initiatives.
  • The salary for this position ranges from $70,000 to $100,000 depending on experience, with additional sales compensation and potential for an annual bonus.
  • The position is based in Denver, Colorado, and involves up to 50% travel, with a preference for candidates willing to pursue Series 65 and/or CFP certifications.

Position Description 

The Faith-Based Director supports the firm’s efforts to expand and deepen its reach in the faith-based investment market. This position focuses on developing and managing relationships with advisors who are interested in aligning their clients’ financial goals with their faith and values. The role involves understanding and advocating Frontier’s Faith-Based Strategies while maintaining a consultative, service-oriented approach. The Faith-Based Director also collaborates with marketing and education initiatives to enhance awareness and understanding of Frontier’s offerings and partners with the national accounts team to support product placement opportunities within key platforms and distribution channels.  

 

Salary: 

70-100Depends on Experience 

Eligible for sales compensation  

Benefits:
Paid Time Off 

Paid holidays 

Health, Dental, Vision and Life Insurance 

401(k) with 4% Employer Match and current 4% Discretionary Contribution 

Potential for an annual bonus 

 

Location Preference: Remote, Sheridan, Wyoming, Atlanta, Georgia or Denver, Colorado


Responsibilities 

  • Actively promoting Frontier’s faith-based investment strategies to financial advisors. 
  • Supporting the efforts of regional sales team in engaging advisors interested in faith-driven investment solutions. 
  • Building and maintaining strong relationships with existing and prospective advisors within the faith-based segment. 
  • Conducting presentations, webinars, and meetings to educate advisors on the unique value of Frontier’s faith-based offerings. 
  • Supporting firm marketing initiatives by contributing field insights, participating in campaigns, and helping develop messaging that resonates with faith-based advisors. 
  • Assisting with educational efforts, including content support, advisor training participation, and helping deliver thought leadership around faith-based investing. 
  • Collaborating with the national accounts team to support product placement efforts across platforms, home offices, and distribution partners. 
  • Identifying prospective clients using internal databases, external sources, and networking opportunities. 
  • Managing follow-up processes after sales meetings and providing ongoing support to advisors. 
  • Attending faith-based conferences and industry events to network and showcase Frontier’s faith-aligned solutions. 
  • Maintaining accurate and updated records in Salesforce for advisors and prospects. 
  • Committing to continuous education, including understanding market conditions and trends specific to faith-based investing. 

 

Qualifications 

  • Bachelor’s degree (Business, Finance, or related field preferred). 
  • Strong understanding of faith-based investing and the ability to articulate its principles and benefits. 
  • Ability to travel up to 50% of the time 
  • Demonstrated customer service orientation and consultative selling skills. 
  • Exceptional organizational abilities and capacity to manage multiple projects simultaneously. 
  • Excellent written, oral, and verbal communication skills. 
  • Proficiency in Salesforce, Microsoft Office, and Zoom. 
  • Willingness to pursue Series 65 and/or CFP certifications. 
  • Familiarity with financial services industry trends, particularly within values-based and ESG investment areas. 

 


Location

Atlanta, Georgia (Remote)

Department

Sales

Employment Type

Full-Time

Minimum Experience

Mid-level

Compensation

$70,000-$100,000 DOE plus sales compensation




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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.