Regional Vice President of Sales (North Central)
Core
Present wealth management solutions to high-net-worth prospects and convert them to clients within the North Central region.
Role type
Regional Vice President of Sales (Wealth Management)
Builds
Client acquisition and asset management fee revenue for Fisher Investments
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
High-volume phone sales, in-person meeting management, prospect conversion, financial education, territory management
Preferred skills
FINRA Series 65, FINRA Series 7, FINRA Series 66
Technologies
CRM systems, portfolio management tools
Responsibilities
Engage with high-net-worth prospects to evaluate their personal financial situation, educate prospective clients on investment offerings, convert prospects to clients, meet prospects face-to-face or virtually in the local territory
Seniority
Senior, hands-on IC