Regional Vice President, DTC

Responsibilities

• Support the fast-growing sales team
• Manage the sales pipeline end-to-end, nurturing potential clients
• Qualify potential clients to ensure fit with the company
• Engage with clients via Zoom, phone, and in-person to assess needs
• Solicit feedback to enhance client interactions and participate in team training

Qualifications

• Bachelor's degree preferred or equivalent experience
• 3+ years of successful sales experience in financial services
• Series 65 or Series 66 license or equivalent designation
• Experience using CRM systems, particularly Salesforce
• Excellent communication, presentation, and analytical skills
• Self-motivated with a coachable attitude
• Deep understanding of financial services and investment management

Benefits

• Company Paid Basic Life & AD&D Insurance
• Comprehensive medical, dental, and vision plans
• 14 Company Paid Holidays, including a full Thanksgiving week off
• Generous paid time off for vacation and sick days
• 401(k) Retirement Plan with matching contributions

Pay

$102,000 – $120,000 annually

Schedule

Remote - US based candidates only, no visa sponsorship available