Regional Vice President of Sales (NY & NJ)
Core
Present wealth management solutions to high-net-worth prospects and convert them to clients by evaluating their financial situations and providing tailored investment solutions.
Role type
Regional Vice President of Sales (Wealth Management)
Builds
Client relationships and asset management portfolios for high-net-worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
High-volume phone sales, in-person meeting management, financial services sales experience, prospect conversion, client education, advanced sales techniques
Preferred skills
FINRA Series 65, FINRA Series 7, FINRA Series 66
Technologies
None stated
Responsibilities
Convert prospects to clients, engage with high-net-worth prospects to evaluate financial situations, educate prospective clients on investment offerings, participate in ongoing training in sales techniques and finance
Seniority
Senior, hands-on IC