Regional Vice President of Sales About the Company Dynamic independent money management firm
Industry
Financial Services
Type
Privately Held
Founded
1979
Employees
1001-5000
Categories MarketplacesFinancial ServicesInvestment ManagementConsulting & Professional ServicesAsset ManagementBrokerageFinanceFisher InvestmentsInvestingInvestment AdvisorInvestment BankingInvestment ServicesKen FisherPortfolio ManagementPrivate Client GroupRetirementTrustsFinancial AdvisersInsurance Specialties Financial ServicesPortfolio ManagementInvestment AdviceRetirement Planningand Retirement Investment Planning Business Classifications MarketplaceB2B About the Role The Company is seeking a Regional Vice President of Sales for a home-based, client-facing role in the California/Nevada region. The successful candidate will be responsible for converting high-net-worth prospects into clients by presenting and educating them on the company's wealth management solutions. This is a sales-focused position that does not involve cold calling, as qualified leads are provided. The role requires engaging with clients to understand their financial needs and offering appropriate investment strategies. The ideal candidate should have a minimum of 5 years of experience in financial services, a proven track record of driving results, and experience in high-volume phone sales and in-person meetings.
Applicants for the Regional Vice President of Sales position at the company should have a background in financial services, with a preference for those holding a FINRA Series 65 or a combination of FINRA Series 7 and 66. The role demands a professional with a multi-year track record of success the ability to engage in advanced phone sales techniques, and a strong understanding of finance, capital markets, and portfolio management. The position is home-based, with the expectation of both virtual and face-to-face client meetings within the local territory. The company values a client-first approach and is dedicated to bettering the investment universe. The successful candidate will be joining a global investment firm with a focus on inclusive culture and a commitment to the professional development of its employees.
Hiring Manager Title
Director of Sales
Travel Percent
Less than 10%
Functions Sales/RevenueAccount Management/Optimization
