District Vice President, Sales
Core
Develop and implement business plans and sales strategies to increase CIGAM's market share and achieve gross/net sales targets within a specific territory.
Role type
District Vice President, Sales
Builds
CIGAM's market share and sales revenue
Domain
Financial services / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Sales strategy development, territory coverage planning, advisor education, consultative relationship building, CRM platform utilization, investment product knowledge, sales coaching, calendar management
Preferred skills
Financial services designations (CSC, CFP, CIM, CFA, CAIA), advanced MS Office expertise, conference representation
Technologies
CIGAM CRM, MS Office (Word, Excel, PowerPoint)
Responsibilities
Increase sales and grow market share, build consultative relationships with Advisors, coach Sales Associates and Business Development Managers, utilize CRM platform to maximize results, represent the firm at regional and national conferences, improve product and sales skills, maintain advisor perception rankings, execute firm and advisor initiatives
Seniority
Senior, hands-on IC