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