Regional Vice President, Community (Orange County, 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 (wealth management)
Builds
Wealth management solutions for families
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
sales pipeline management, financial services industry knowledge, investment management expertise, CRM proficiency, relationship building, self-motivation, time management, computer proficiency
Preferred skills
CFP designation, Series 65/66 license (or equivalent), Salesforce experience
Technologies
Salesforce, MS Excel, MS Word, MS Outlook, MS PowerPoint
Responsibilities
Engage with potential clients via Zoom, phone, and in-person to understand needs; create tailored value propositions; own sales pipeline from start to finish; act as a self-motivated leader within a high-visibility team
Seniority
Senior, hands-on IC