Regional Vice President, Community (Miami / Boca Raton / Palm Beach)
Core
Build relationships with clients to find wealth management solutions and drive sales momentum.
Role type
Senior sales leader (Regional Vice President)
Builds
Wealth management solutions for families
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
sales experience, financial expertise, CRM management, relationship building, self-motivation, time management, computer proficiency
Preferred skills
CFP designation, Series 65/66 license, travel flexibility
Technologies
Salesforce, MS Excel, Word, Outlook, 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.
Seniority
Senior, leadership role