Senior Sales Role (Regional Vice-President of Sales)
Search Parameters: 5+ (Ideally 10+) Years in Financial Services Role - Licensed (Or formerly Licensed)
Current Brokers, RIA, Insurance. Not Banking. Institutional Sales or Investment Research Sales.
WHO IS ZACKS?
The Zacks Group of companies consists of Zacks Investment Research (ZIR), Zacks Investment Management (ZIM), and Zacks Trade. ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors. The Zacks.com Division of ZIR operates one of the most widely used investment information sites on the web. ZIM is a Chicago based RIA that manages over $18 Billion for individual and institutional investors. Zacks Trade is an online broker serving active stock and option traders located in US and overseas.
The Opportunity:
Present Zacks wealth management solutions to high-net-worth prospects. You will also be supported by sales support, client services, marketing, research and more. This position is remote. The Regional Vice President of Sales will cover a specific geographic territory to present wealth management solutions and close business on behalf of the firm. There is no cold calling as qualified lead flow is provided.
The Day-to-Day:
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
Your Qualifications:
·10+ years’ experience working in sales orfinancial services
·Experience working at Brokerage, RIA Sales, Institutional sales or Investment Research Sales.
·Experience meeting clients in person up to 3 days a week.
·FINRA Series 65 or a combination of FINRA Series 7 and 66 highly preferred
·Multi-year track record of success driving results
·Experience in high-volume phone activity and in-person meetings
Compensation:
Commission/variable pay based position –$200,000 – $0 base salary range with a gradual step down in salary. This role offers uncapped performance-based compensation.
