Regional Vice President of Sales

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)

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