VP, Sales Leader jobs in United States
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Sagient · 2 weeks ago

VP, Sales Leader

Sagient is a company focused on enhancing financial stability for local families and businesses. As a Vice President of Sales, you will grow your personal practice while leading a team, engaging in recruiting, and establishing the company as a leader in the Honolulu marketplace.

Asset ManagementFinancial ServicesInsuranceRetirement

Responsibilities

Establish networks and cultivate referrals to generate a steady stream of candidates
Engage in frontline recruiting of financial professionals
Coach, mentor and supervise new and existing financial professionals
Develop and grow a production unit
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Qualification

Series 66 licenseSeries 7 licenseCFP designationChFC designationCLU designationSeries 24 licenseRelationship buildingLifelong learner

Required

Series 66 and 7 license
CFP OR ChFC and CLU designations

Preferred

Series 24 license

Benefits

A career path that integrates continuous learning in the form of management training, conferences, study groups and networking, and offers opportunities to develop the strategic planning, coaching and leadership skills to effectively run a team.
An innovative culture that embraces growth and the changes that come with it – the freedom to design your work and your life the way you envision it.
A holistic approach to financial planning, delivering long-term prosperity and peace of mind for our clients across every aspect of their financial future.

Company

Sagient

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Sagient is a financial advisory firm that provides asset management, retirement, and financial planning services.

Funding

Current Stage
Growth Stage

Leadership Team

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Paul Karlitz, CLU®, ChFC®, CLTC, LUTCF
Chief Executive Officer
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David M. Streit
Chief Operating Officer
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Company data provided by crunchbase