Regional Vice President of Sales (North Central)

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Regional Vice President of Sales (North Central)
About the Company
Dynamic independent money management firm
Industry Financial Services
Type Privately Held, Private Equity-backed
Founded 1979
Employees 5001-10,000
Categories
Marketplaces Financial Services Investment Management Consulting & Professional Services Asset Management Brokerage Finance Fisher Investments Investing Investment Advisor Investment Banking Investment Services Ken Fisher Portfolio Management Private Client Group Retirement Trusts Financial Advisers Insurance
Specialties
financial services portfolio management investment advice retirement planning and retirement investment planning
Business Classifications
Marketplace B2B
About the Role
The Company is seeking a Regional Vice President of Sales to join their team. This role is dedicated to presenting the company's wealth management solutions to high-net-worth prospects within a specific territory. The successful candidate will be responsible for converting prospects to clients, engaging in in-depth financial evaluations, and educating them on the various offerings. The position is 100% sales-focused, with no cold calling, as qualified lead flow is provided. The role requires a professional with a minimum of 5 years' experience in financial services, a multi-year track record of success, and a preference for those with a FINRA Series 65 or a combination of FINRA Series 7 and 66.
As a Regional Vice President of Sales, the day-to-day activities will involve showcasing the company's unique value proposition, partaking in ongoing training, and meeting with prospects either face-to-face or virtually. The ideal candidate will have a background in high-volume phone activity and in-person meetings, and will be supported by a range of resources including sales support, client services, marketing, and research. The role is home office-based, with the expectation of managing the business remotely and covering the territory within driving distance. The company is an equal-opportunity employer and is committed to bettering the investment universe through a client-first approach.
Hiring Manager Title Director of Sales
Travel Percent Less than 10%
Functions
Sales/Revenue Account Management/Optimization
Apply
Location:
Austin, TX
Category:
Healthcare And Medical

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