Regional Vice President of Sales

4 weeks ago

San Jose, United States Zacks Investment Management Full time

OverviewPresent Zacks wealth management solutions to high-net-worth prospects. You will also be supported by sales support, client services, marketing, research and more. This position is remote. The Regional Vice President of Sales will cover a specific geographic territory to present wealth management solutions and close business on behalf of the firm. There is no cold calling as qualified lead flow is provided.ResponsibilitiesConvert prospects to clients by showcasing the Zacks portfolios and differenceEngage with high-net-worth prospects to evaluate their personal financial situation and provide solutionsEducate prospective clients on the variety of Zacks offeringsPartake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio managementHome office position with the expectation to meet prospects face-to-face or virtually in your local territoryQualifications10+ years’ experience working in sales or financial servicesExperience working at Brokerage, RIA Sales, Institutional sales or Investment Research Sales.Experience meeting clients in person up to 3 days a week.FINRA Series 65 or a combination of FINRA Series 7 and 66 highly preferredMulti-year track record of success driving resultsExperience in high-volume phone activity and in-person meetingsCompensationCommission/variable pay based position – $200,000 – $0 base salary range with a gradual step down in salary. This role offers uncapped performance-based compensation.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionSales, Customer Service, and General BusinessIndustriesFinancial Services, Investment Management, and Investment BankingBenefitsMedical insuranceVision insurance401(k) #J-18808-Ljbffr

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