Job Summary
A financial company is seeking a Financial Advisor Vice President.
Core Responsibilities Include:
- Contribute to the pioneering of the company's investment sales team
- Perform outbound phone prospecting and sales
- Follow up on prospective client appointments set by internal Sales Associates
Qualifications for this position include:
- Experience with client operational aspect of investment advisory
- Comfortable executing a remote-delivery sales model
- Series 65 or equivalent
- Exposure to web-based investment service delivery
- Proven Consumer-Direct Investment Advisory Sales Skills
- Able to manage and execute personalized, multi-step process for high-volume sales funnel
