Senior Sales Role (Regional VP of Sales)

Zacks Investment Management; Charlotte (NC); Remote; USD 120,000 - 200,000; Full time

Job summary

Zacks Investment Management is seeking a Senior Sales Role (Regional VP of Sales) to present wealth management solutions to high-net-worth individuals. The successful candidate will have over 10 years of experience in sales, will be responsible for converting prospects into clients, and will enjoy uncapped performance-based compensation.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• 10+ years’ experience in sales or financial services.
• Experience in Brokerage, RIA Sales, or Investment Research Sales.
• Proven track record in client engagement and high-volume phone activity.

Responsibilities

• Present Zacks wealth management solutions to high-net-worth prospects.
• Convert prospects to clients by showcasing Zacks portfolios.
• Engage with clients to evaluate their financial situations.

Skills

Sales

Financial Services

Client Engagement

Education

FINRA Series 65

FINRA Series 7 and 66

Job description

Senior Sales Role (Regional VP of Sales)

Senior Sales Role (Regional VP of Sales)

16 hours ago Be among the first 25 applicants

The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages over $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas.

The Opportunity:

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.

The Day-to-Day:

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

Your 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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Customer Service, and General Business

• Industries

  Financial Services, Investment Management, and Investment Banking

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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