[Remote] Territory Sales Executive (Financial Services - Alternative Investments)
Note: The job is a remote job and is open to candidates in USA. Incendia Partners is seeking a Territory Sales Executive to drive growth in the South Central sales region for financial services focused on alternative investments. The role emphasizes new business development, relationship building, and client engagement while supporting a diverse client base including investors and advisors.
Responsibilities
- Develop new business through territory-based outreach, networking, and in-person meetings
- Build and maintain a qualified pipeline of opportunities
- Provide consultative guidance on retirement and investment solutions
- Execute a regional sales strategy aligned with revenue goals
- Track activity, pipeline, and performance within CRM systems
- Partner with internal teams to ensure smooth onboarding and service delivery
- Represent the organization at regional events and partner meetings
- Establish long-term referral and partner relationships to drive growth
Skills
- Candidates MUST have the required industry related experience for consideration: financial services, banking, alternative investments, IRA/retirement services, or related investment-based industries
- Must live in Dallas, Fort Worth, Houston or Austin, and within a comfortable distance to a major airport for travel
- This is a true hunter-style sales role requiring consistent new business development, proactive prospecting, and self-generated pipeline creation within an assigned territory
- 2–5+ years of sales experience within financial services, banking, alternative investments, IRA/retirement services, or related investment-based industries
- Direct experience in banking, wealth management, retirement accounts (e.g., IRAs/401(k) services), or investment/alternative asset sales strongly preferred; candidates outside these verticals will not be considered competitive
- Strong track record of lead generation and closing business
- Excellent communication, organization, and time management skills
- Willingness to travel frequently within assigned territory
- Ability to operate independently in a remote, performance-driven role
- Background in consultative or relationship-based sales environments
- Exposure to advisor or investor networks is a plus
- Highly motivated, competitive, and self-directed
- Comfortable operating in a field-heavy, high-activity territory model
Benefits
- Commission Plan: Provided during offer process.
- On-Target Earnings in year 2 (OTE): $200,000+ (uncapped).
- This is a fully remote role
- Travel (approximately 25%) will be primarily regional driving with some air travel as needed.
Company Overview