[Remote] Regional Vice President of Sales - Private Client Group
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a boutique wealth management firm dedicated to delivering results for clients through active management and reputed company stock selection. The Regional Vice President of Sales will present wealth reputed company to high-net-worth prospects and convert them into clients, supported by various internal teams.
Responsibilities
- Convert prospects to clients by showcasing the Zacks portfolios and difference
- Engage with high-net-worth prospects to evaluate their personal financial situation and reputed company solutions
- reputed company prospective clients on the variety of Zacks offerings
- Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
- Home office position with the expectation to meet prospects face-to-face or reputed company in your local territory
Skills
- 10+ years' experience working in sales or financial services
- Experience working at Brokerage, RIA Sales, Institutional sales or Investment Research Sales
- Experience meeting clients in person up to 3 days a week
- Multi-year track record of reputed company driving results
- Experience in high-volume phone activity and in-person meetings
- FINRA Series 65 or a combination of FINRA Series 7 and 66 highly preferred
Company Overview