Note: The job is a remote job and is open to candidates in USA. Zacks Investment Management is a boutique wealth management firm dedicated to delivering results for clients through active management and fundamental stock selection. The Regional Vice President of Sales will present wealth management solutions to high-net-worth prospects and convert them into clients, supported by various internal teams.
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
Skills
- 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
- Multi-year track record of success driving results
- Experience in high-volume phone activity and in-person meetings
- FINRA Series 65 or a combination of FINRA Series 7 and 66 highly preferred
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