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Regional Vice President of Sales (Southeast)
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Job Description
- Req#: 16726
Employer Industry: Investment Management Firm
Why consider this job opportunity:
- Commission-based position with the potential for a 7-figure income; average earnings typically reach the mid to high 6 figures within 2 years
- 100% paid medical, dental, and vision premiums for you and your qualifying dependents
- 50% 401(k) match, up to the IRS maximum
- Family support programs, including 8 weeks of paid primary caregiver leave and assistance for fertility and family formation
- Comprehensive training and resources provided to ensure your success
- Inclusive company culture recognized with Great Place to Work Certification
What to Expect (Job Responsibilities):
- Present wealth management solutions to high-net-worth prospects
- Convert prospects to clients by showcasing the unique offerings of the employer
- Evaluate the personal financial situations of high-net-worth prospects and provide tailored solutions
- Educate potential clients on the variety of investment options available
- Engage in ongoing training related to phone sales techniques, finance, capital markets, and portfolio management
What is Required (Qualifications):
- Minimum of 5 years of experience working in financial services
- FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
- Proven track record of success in driving results
- Experience with high-volume phone activity and in-person client meetings
How to Stand Out (Preferred Qualifications):
- Strong background in sales within financial services
- Familiarity with wealth management and investment strategies
- Ability to engage and build relationships with high-net-worth clients
#InvestmentManagement #SalesOpportunity #FinancialServices #CareerGrowth #InclusiveCulture
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