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 to join their team. This role is dedicated to sales, with a focus on presenting the company's wealth management solutions to high-net-worth prospects. The successful candidate will be responsible for converting prospects to clients, engaging with them to evaluate their financial situations, and educating them on the company's offerings. The position is remote, with the expectation of meeting prospects either face-to-face or virtually within the local territory. The company provides a qualified lead flow, and the role does not involve cold calling.
Applicants for the Regional Vice President of Sales position at the company should have a minimum of 5 years' experience in financial services, with a preference for those holding a FINRA Series 65 or a combination of FINRA Series 7 and 66. A multi-year track record of success in driving results, experience in high-volume phone activity, and in-person meetings are essential. The role requires a candidate who is adept at advanced phone sales techniques, finance, capital markets, and portfolio management. The company values a candidate who is passionate about putting clients first and is dedicated to the purpose of bettering the investment universe.
Hiring Manager Title
Director of Sales
Travel Percent
Less than 10%
Functions Sales/RevenueAccount Management/Optimization
