Vice President - Financial Services
Our client is a well-known private investment management firm. Theyre looking for QUALIFIED financial professionals to join their team in select locations around the country.
The Vice President is responsible for selling the firms investment services to high net worth individuals. Other individuals will then maintain the ongoing client relationship while working in conjunction with the portfolio management team.
The Vice President must have a track record of success selling managed money in the HNW space, as well as a high degree of integrity and an entrepreneurial spirit.
Leads and support are provided by the firm.
Requirements
* At least 8 years of experience in financial services
* Six-figure income for the last 3 years
* Clean U4, U5, CRD
* Superior consultative sales skills
The Day-to-Day: Complete a high volume of telephone and in-person meeting activities with prospective clients Provide financial solutions to clients based on plan sponsor/employee goals and needs Educate prospects on our client's retirement platform Manage prospect pipeline Your Qualifications: 3+ years sales experience in qualified retirement plans space High activity orientation on the phone and in person Quantifiable sales production history Experience with closing