Get It Recruit - Executive
Location
Naples, FL | United States
Job description
Are you a seasoned financial professional looking for an exciting opportunity in a sales-focused role? We have a fantastic opening for a Regional Vice President of Sales with a highly respected fee-only portfolio management and fiduciary firm. With over $200 billion in assets under management, our client is seeking dynamic individuals to join their team and play a pivotal role in expanding their high-net-worth clientele.
What You'll Do: Work Remotely: Manage your business from the comfort of your home, covering a local territory within driving distance. Benefit from a provided expense account, covering all home office and travel essentials. Focus on Sales: Enjoy a 100% sales-focused position with a flow of qualified leads, eliminating the need for cold calling. Your primary responsibility will be to call and close high-net-worth prospects interested in investing with our client. Client Interaction: Meet with prospects to understand their financial goals and present tailored wealth management solutions. Educate potential clients on the firm's services and assist qualified consumers in becoming clients. Dedicated Support: Benefit from an internal dedicated portfolio management and service team, including sales support, client service, and marketing. Leverage pre-qualified responses from interested investors actively generated through various marketing channels. Reporting Structure: Report to the Director of Private Client Group Sales, who will provide the necessary resources to support your success in the sales process. Requirements: Experience: 5 to 7 years or more of selling to stock market investors within the financial industry. Qualifications: Current Investment Advisor Representative designation, OR Series 65, OR a combination of FINRA Series 7 and Series 66, OR qualifying financial professional designations or equivalents. Sales Success: Proven track record of success in sales, with a focus on bringing in new investment assets. Record of six-figure earnings in each of the past 3 years.Job tags
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