Regional Vice President of Sales (Pacific)

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Learn more about the general tasks related to this opportunity below, as well as required skills.
Regional Vice President of Sales (Pacific)
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 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 these prospects into clients by showcasing the company's unique offerings and evaluating their financial situations to provide tailored solutions. The position is home-based, with the expectation of meeting clients face-to-face or virtually within the designated 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 proven track record of success in a similar role, particularly in high-volume phone activity and in-person meetings, is essential. The role requires a candidate who is adept at engaging with clients, educating them on financial products, and is willing to participate in ongoing training in advanced sales techniques, finance, capital markets, and portfolio management. The company values a diverse and inclusive work culture and is dedicated to the professional development of its employees.
Hiring Manager Title Director of Sales
Travel Percent Less than 10%
Functions
Sales/Revenue Account Management/Optimization
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Location:
Detroit, MI
Category:
Healthcare And Medical

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