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Regional Vice President of Sales

Regional Vice President of Sales

Zacks Investment ManagementSan Jose, CA, United States
3 days ago
Job type
  • Full-time
Job description

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)
  • #J-18808-Ljbffr

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    Vice President Of Sales • San Jose, CA, United States

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