Faith-Based Director
About the position
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 F aith- B ased S trategies 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.
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.
Requirements
• 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.
Benefits
• Paid Time Off
• Paid holidays
• Health, Dental, Vision and Life Insurance
• 401(k) with 4% E mployer Match and current 4% Discretionary Contribution
• Potential for an annual bonus
Apply tot his job
Apply To this Job
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 F aith- B ased S trategies 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.
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.
Requirements
• 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.
Benefits
• Paid Time Off
• Paid holidays
• Health, Dental, Vision and Life Insurance
• 401(k) with 4% E mployer Match and current 4% Discretionary Contribution
• Potential for an annual bonus
Apply tot his job
Apply To this Job