Confidential ยท 4 hours ago
Regional Vice President of Sales
United States
Full-time
Remote
Director/Executive
5+ years exp
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Responsibilities
Converting high-net-worth prospects into clients by presenting and educating them on the company's wealth management solutions.
Engaging with clients to understand their financial needs and offering appropriate investment strategies.
Qualification
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Required
Minimum of 5 years of experience in financial services
Proven track record of driving results
Experience in high-volume phone sales and in-person meetings
Background in financial services
Ability to engage in advanced phone sales techniques
Strong understanding of finance, capital markets, and portfolio management
Client-first approach
Preferred
FINRA Series 65 or a combination of FINRA Series 7 and 66
Company
Confidential
Confidential is an IT services and IT consulting company that helps organizations grow.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Waseem Abu Dawod
CEO
E
Edwin Xiao
Chief Revenue Officer
Company data provided by crunchbase
