Zacks Investment Management
Regional Vice President of Sales
Zacks Investment Management, San Jose, California, United States, 95199
Overview
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. 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 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 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 Benefits
Medical insurance Vision insurance 401(k)
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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. 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 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 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 Benefits
Medical insurance Vision insurance 401(k)
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