Senior Sales Role (Regional VP of Sales)

Zacks Investment Management; Seattle (WA); Remote; USD 200,000 - 300,000; Full time

Job summary

Zacks Investment Management seeks a Senior Sales Role (Regional VP of Sales) to present wealth management solutions to high-net-worth clients. This remote position focuses on converting prospects into clients and involves significant client engagement. The successful candidate will have over 10 years of sales experience, preferably in financial services, and will enjoy uncapped performance-based compensation.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• 10+ years of experience in sales or financial services.
• Ability to meet clients in person up to 3 days a week.
• Proven success in driving results.

Responsibilities

• Convert prospects to clients by showcasing Zacks portfolios.
• Educate prospective clients on Zacks offerings.
• Participate in ongoing training in advanced sales techniques.

Skills

Sales experience

Client engagement

Financial services knowledge

Education

FINRA Series 65

Series 7 and 66

Job description

Senior Sales Role (Regional VP of Sales)

Be among the first 25 applicants

The Zacks Group of companies includes Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978, is the second-largest provider of independent stock, mutual fund, and ETF research in the US. Its Professional Services Division offers software analytics and investment data to professional investors, while Zacks.com operates a widely used investment information website. ZIM is a Chicago-based RIA managing over $18 billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and options traders both in the US and internationally.

The Opportunity:

Present Zacks wealth management solutions to high-net-worth prospects. You will be supported by sales support, client services, marketing, research, and more. This position is remote, covering a specific geographic territory to present wealth management solutions and close business on behalf of the firm. Qualified lead flow is provided; there is no cold calling.

The Day-to-Day:

• Convert prospects to clients by showcasing the Zacks portfolios and their advantages
• Engage with high-net-worth prospects to evaluate their financial situations and provide solutions
• Educate prospective clients on Zacks offerings
• Participate in ongoing training in advanced sales techniques, finance, capital markets, and portfolio management
• This is a home office position with face-to-face or virtual meetings within your local territory

Your Qualifications:

• 10+ years of experience in sales or financial services
• Experience in Brokerage, RIA Sales, Institutional sales, or Investment Research Sales
• Ability to meet clients in person up to 3 days a week
• FINRA Series 65 or a combination of Series 7 and 66 preferred
• Proven success in driving results
• Experience with high-volume phone activity and in-person meetings

Compensation:

Commission-based/variable pay position with a salary range of $200,000 and above, with a gradual step-down. Uncapped performance-based compensation is offered.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales, Customer Service, and General Business

Industries

• Financial Services, Investment Management, Investment Banking

Referrals can increase your chances of interviewing at Zacks Investment Management by 2x.

Inferred benefits from this job

Medical insurance, Vision insurance, 401(k)

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