VP, Business Development
Core
Drive organic growth by increasing new financial advisor affiliations and meeting recruitment goals for wealth management solutions.
Role type
VP Business Development (Sales/Recruiting)
Builds
New financial advisor affiliations and enterprise partnerships for wealth management firms
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
consultative selling, relationship building, deal closing, prospect research, territory analysis, negotiation, Salesforce proficiency, stakeholder management
Preferred skills
FINRA Series 7/24/65/66 licenses, life/health insurance licensing, project management
Technologies
Salesforce, Microsoft Office Suite
Responsibilities
Represent Osaic and Wealth Management Firms to potential financial advisors; meet quarterly and annual sales goals via consultative selling; nurture leads and manage sales pipeline; develop territory action plans; conduct prospecting, discovery meetings, and home office visits; negotiate and close new business; build relationships with product sponsors and centers of influence; coach team members on best practices
Seniority
VP, strategic leadership & high-volume sales execution