Vice President of Sales
Location
Remote | Multiple Locations
Job Type
Full-Time
Salary
Negotiable
Discipline
Financial Services
VP of UHNW Sales role
Position Overview: Senior Wealth Sales Executive
Our global Wealth, Portfolio Management client wants to dramatically expand their teams due to global growth. As a Senior Wealth Sales Executive, you will play a pivotal role in driving business growth by focusing exclusively on sales activities. No more juggling service requirements – just pure sales excellence! Benefit from a steady stream of prequalified leads, eliminating the need for cold calling. Join our esteemed, privately held multi-billion-dollar global investment organization that prioritizes client satisfaction. If are you a seasoned financial advisor with a passion for driving sales success? Best comp plan in the industry Look no further!
The Opportunity:
This lucrative sales position empowers you to manage your business remotely from the comfort of your home, covering a designated local territory. Present innovative wealth management solutions to high-net-worth prospects and enjoy the support of a dedicated internal office team, including sales support, client service, marketing, and more. Reporting to the Director of Private Client Group Sales, you'll have access to all the resources necessary for a successful sales process.
Responsibilities:
Reach out to high-net-worth prospects who have expressed interest in our services.
Conduct thorough consultative evaluations of prospects' personal situations and offer tailored solutions.
Educate potential clients on the unique benefits of our services.
Facilitate the onboarding of qualified consumers as valued clients.
Your Qualifications:
5+ years of specialized experience in selling/consulting to stock market investors HNW/UHNW individuals
Possession of a current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR other qualifying financial professional designations
Proven track record of bringing in new client acquisition (AUM)
Comfort with high-volume phone activity and conducting in-person meetings
Consistent record of six-figure earnings in each of the past 3 years (pay for production compensation model)
If you are ready to take your sales career to new heights and be part of a forward-thinking global organization, apply now
Location:
Remote – Multiple locations nation wide
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