Regional Vice President of Sales

1 day ago Be among the first 25 applicants Direct message the job poster from Zacks Investment Management The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages over $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas. 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

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Sales, Customer Service, and General Business Industries Financial Services, Investment Management, and Investment Banking Referrals increase your chances of interviewing at Zacks Investment Management by 2x Inferred from the description for this job

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