VP of Wealth Surge

2 days ago

palmetto FL United States Life Surge Llc Full time

Job Title: VP of Wealth Surge

Employment Type: Full Time, 40 hours/week

Reports to: CRO

FLSA Status: Exempt

Who We Are

LIFE SURGE is a leading company in the industry of faith-based live events and financial education programs. One of the fastest growing organizations in the country, LIFE SURGE exists to inspire, transform and equip people to build their personal impact in ways that glorify God. By annually producing 20+ events and providing financial education to thousands around the nation, we do just that.

We are a team of experienced professionals who are passionate about helping people learn, grow, and connect so they may live more enriched lives. Our culture is one where we celebrate one another, individually and as a team. We look to acknowledge and reward our star performers. Let your light shine in our company

Opportunity

SurgeU is seeking a results-driven leader to develop and oversee a new business vertical that will support our core educational product lines of: (a) stock and (b) real estate. Reporting directly to the Chief Revenue Officer (CRO) and working closely with the Chief Strategy Officer (CSO), this role is pivotal in driving the growth of a new physical free preview and virtual online sales funnel. The ideal candidate will have a strong background in both free preview seminar sales and virtual sales funnels.

Responsibilities:

  1. Lead and develop a team of speaker's sales reps and admins to fulfill free previews nationwide with an emphasis on financial markets and real estate investing.
  2. Develop and create compelling PowerPoint presentations and sales processes that align with company vision and goals.
  3. Recruit, build, and train a high-performing free preview traveling sales team to support this new business.
  4. Develop team processes, sales KPIs, and incentive programs to drive performance and accountability.
  5. Lead a virtual sales team of speakers and sales reps to drive a new online sales model for SurgeU's financial markets and real estate investing business lines.
  6. Work closely with Marketing, Sales, and compliance along with other departments to develop a strong free preview front end funnel that will drive attendance at our 3-day sales seminars.
  7. Test compelling messaging that generates strong lead conversion for virtual seminar attendees.
  8. Work closely with the 3-day sales teams to ensure that customer experiences and expectations are met at our physical seminars.
  9. Ensure the technology infrastructure (CRM, sales platforms, etc.) is in place to support online sales operations.
  10. Collaborate with Marketing, Sales, and Finance leadership to continuously monitor sales performance, forecast revenues, and plan strategies to meet or exceed revenue and profit targets for both physical preview and virtual sales teams.
  11. Partner with SurgeU’s CRO and CSO to align sales strategies with the broader company vision. Provide regular updates on progress, sales metrics, and areas for optimization.

Qualifications:

  1. Proven experience as a VP of Sales, General Manager, or equivalent senior sales leadership role.
  2. 5 years in free preview physical seminars with a track record of success.
  3. Strong background in online sales, e-commerce, or digital marketing, with an understanding of both B2C and B2B sales processes.
  4. Experience in building and managing sales teams, including hiring, training, and performance management in both physical previews and virtual online sales channels.
  5. Expertise in using CRM tools, sales automation, and other digital sales platforms.
  6. Excellent communication and cross-functional collaboration skills, with a track record of working closely with marketing, IT, and finance teams.
  7. Ability to balance strategic thinking with hands-on execution in a fast-paced, high-growth environment.
  8. Experience in trading, financial services, and real estate investing.
  9. Bachelor's degree in business, marketing, or a related field (or equivalent work experience).

Skills Needed:

  1. Sales Leadership
  2. Free Preview Seminar Experience
  3. Team Building and Training
  4. Virtual Online Sales Strategy
  5. CRM & Sales Technology
  6. Cross-Departmental Collaboration
  7. Revenue Forecasting & Profit Optimization
  8. Strategic Planning

Benefits:

  • Health, Dental, Vision, Life, Holiday and Paid Time Off.
  • Non-corporate, casual, entrepreneurial, comfortable, fun, and proactive work environment.
  • High-level performers, disciplined, and self-motivated people will do VERY WELL in this environment.

LIFE SURGE is an Equal Opportunity Employer. We value diversity and seek to empower each individual while supporting the many perspectives, skills, and experiences within our workforce. All employment is decided based on qualifications, merit, and business needs.

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