Regional Vice President – Internal Sales – West

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* Job Title:

** Regional Vice President – Internal Sales – West
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* Job Location:

** Remote
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* Job Description:

**** The Company:
** Legendary Capital is a nationally recognized sponsor of non-traded investment programs, including non-traded Real Estate Investment Trust, Qualified Opportunity Zone, and corporate bond offerings. Our offerings are designed to address the investment objectives of portfolio diversification, current income, growth, and even passive income generation for investors who have suspended passive activity losses. Founded in 2010, and headquartered in Fargo, North Dakota, the Company has roughly $550 million in assets under management, representing nearly 4,000 investments from individual investors.
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* The Role:

** The Regional Vice President position partners with the Managing Director of Sales – West to manage existing and create new relationships with advisors to increase Legendary Capital’s visibility and market share. This is accomplished through a highly consultative sales approach providing financial insight and product information via the telephone and digital means (e-mail, online video conferencing, CRM, etc.), so advisors can effectively and confidently offer our platform of alternative investments to their clients.

This position requires an individual that has a strong sales focus with excellent organization and phone skills, strong interpersonal skills and work ethic, and a competitive drive to succeed. Ideally, but not necessarily, the individual fulfilling this role will be domiciled within the western sales region (defined as North Dakota down to Texas and all points to the west).  This position is a Full-Time role, with competitive base Salary + Commissions and broad benefits offering (Medical, Dental, Vision, Retirement (401k & Roth), and much more).
** Duties and Responsibilities include, but are not limited to:*
* • Partner with and support Managing Director of Sales – West with business development efforts.  
• Provide the partnering Managing Director of Sales – West and Company with reporting related to activity and sales levels for the western sales region.  
• Make proactive sales calls daily with advisors to strengthen relationships and generate selling opportunities. This includes sales campaigns, follow-up calls, and other activities as directed towards sales activities goals.  
• Work closely with the Managing Director of Sales – West to develop and execute an appropriate business plan to optimize activity and maximize sales.  
• Schedule quality appointments and video enabled meetings for the Managing Director of Sales – West.  
• Research, identify, and actively convert prospects into producers.  
• Utilize Legendary Capital’s CRM system to create and maintain up-to-date information on the sales region.  
• Maintain a minimum sales activities volume each day towards a targeted number of appointments/meetings.  
• Meet and exceed weekly and monthly goals for new business production.  
• Develop extensive working knowledge of Legendary Capital product offerings and the alternative investment industry at large.  
• Develop and maintain an advanced knowledge of financial markets, firm champions, and the competitive landscape.  
• Ensure compliance with internal and external rules, policies, and procedures as well as regulatory requirements.
** Required

Skills and Experience:

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* • FINRA series 7 and 63 licenses.  
• 2+ years of prior wholesaling or investment industry experience, with preference towards alternative products (e.g. – Private Placements, BDCs, REITs, 1031 DSTs, QOFs, Interval Funds).  
• Clean Broker Check report.  
• Bachelor’s degree.  
• Primarily motivated by sales success and meeting firm/regional sales goals and targets with an emphasis on acquiring new business.  
• Previous cold calling/business development experience required.  
• Strong proficiency in Microsoft Office and CRM applications.  
• Exceptional ability to communicate professionally with all members of staff and clients, internal and external to the firm at all levels both in oral and written communications.  
• Superior verbal and…