Regional Vice President of Sales

Regional Vice President of SalesAbout the CompanyDynamic independent money management firmIndustryFinancial ServicesTypePrivately HeldFounded1979Employees1001-5000CategoriesMarketplacesFinancial ServicesInvestment ManagementConsulting & Professional ServicesAsset ManagementBrokerageFinanceFisher InvestmentsInvestingInvestment AdvisorInvestment BankingInvestment ServicesKen FisherPortfolio ManagementPrivate Client GroupRetirementTrustsFinancial AdvisersInsuranceSpecialtiesFinancial ServicesPortfolio ManagementInvestment AdviceRetirement Planningand Retirement Investment PlanningBusiness ClassificationsMarketplaceB2BAbout the RoleThe Company is seeking a Regional Vice President of Sales for the Southeast region. This role is ideal for financial professionals with a strong focus on sales, as it involves presenting wealth management solutions to high-net-worth prospects and converting them to clients. The successful candidate will be responsible for engaging with prospects to understand their financial needs, educating them on the various offerings, and showcasing the value proposition. The position is 100% sales-oriented, with a territory to cover within driving distance and the ability to manage other business aspects remotely. Applicants must have a minimum of 5 years of experience in financial services, with a preference for those holding a FINRA Series 65 or a combination of FINRA Series 7 and 66. A proven track record of success in driving results, particularly in high-volume phone sales and in-person meetings, is essential. The role does not involve cold calling, as qualified lead flow is provided. The Company values a client-first approach and is dedicated to bettering the investment universe. The successful candidate will be part of a team that offers a supportive, inclusive culture and a commitment to the learning and development of its employees.Hiring Manager TitleSenior Regional Sales ManagerTravel PercentLess than 10%FunctionsSales/RevenueAccount Management/Optimization