Senior Sales Role (Regional VP of Sales)

Zacks Investment Management; Fremont (CA); Remote; USD 200,000 - 300,000; Full time

Job summary

Zacks Investment Management is seeking a Regional Vice President of Sales to present wealth management solutions to high-net-worth prospects. This remote position requires strong sales experience and a proven track record, allowing for flexible client interactions. The role comes with competitive, uncapped performance-based commission compensation.

Qualifications

• 10+ years’ experience in sales or financial services.
• Experience at Brokerage, RIA Sales, or Institutional sales.
• Proven track record of success in driving results.

Responsibilities

• Engage with high-net-worth prospects and evaluate financial situations.
• Present wealth management solutions and close business.
• Participate in ongoing training in advanced sales techniques.

Skills

Sales

Financial services

Client engagement

Portfolio management

Phone sales techniques

Education

FINRA Series 65

FINRA Series 7 and 66

Job description

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.

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