Zacks Investment Management
The Opportunity
Present 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.
The Day-to-Day
- Convert prospects to clients by showcasing the Zacks portfolios and difference
- Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
- Educate 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 virtually in your local territory
Your Qualifications
- 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.
- FINRA Series 65 or a combination of FINRA Series 7 and 66 highly preferred
- Multi-year track record of success driving results
- Experience in high-volume phone activity and in-person meetings
Compensation
Commission/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 level
- Mid-Senior level
Employment type
- Full-time
Job function
- Sales, Customer Service, and General Business
Industries
- Financial Services, Investment Management, and Investment Banking