Regional Vice President, Community (San Diego, CA)
Core
Build relationships with potential wealth management clients to understand their needs and drive sales momentum for a comprehensive financial planning firm.
Role type
Senior sales leader (Regional Vice President)
Builds
Wealth management solutions and financial planning services
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
sales pipeline management, financial expertise, CRM proficiency, relationship building, investment management knowledge, time management
Preferred skills
CFP designation, Series 65/66 license, Salesforce experience
Technologies
Salesforce, MS Excel, MS Word, MS Outlook, MS PowerPoint
Responsibilities
Engage with potential clients via Zoom, phone, or in person; create tailored value propositions; own sales pipeline from start to finish; act as a self-motivated leader within the organization.