Zacks Investment Management · 1 day ago

Sr Sales Role (Regional VP of Sales)

United States

Full-time

Remote

Senior Level, Lead/Staff

$0/yr - $200K/yr

10+ years exp

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Asset ManagementFinancial Services

Growth Opportunities

Insider Connection @Zacks Investment Management

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Present Zacks wealth management solutions to high-net-worth prospects.

Convert prospects to clients by showcasing the Zacks portfolios and difference.

Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions.

Educate prospective clients on the variety of Zacks offerings.

Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management.

Home office position with the expectation to meet prospects face-to-face or virtually in your local territory.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales experienceFinancial services experienceBrokerage experienceFINRA Series 65FINRA Series 7FINRA Series 66In-person client meetingsInvestment Research SalesHigh-volume phone activityPortfolio management