Key skills
Sales
About this role
Role Overview
- Accountable for revenue goal through acquisition of new clients and retention of existing ones
- Lead client relationship team and ensure client access to resources
- Collaborate with Client Managers and other specialists to assess clients' financial situations
- Develop sales strategies to grow client base
- Promote and sell full array of financial services
- Manage pipeline and activities
Requirements
- Bachelor's degree
- Minimum of 7 years' sales experience in the financial services industry or a combined minimum of 11 years’ higher education and/or work experience, including 3 years’ sales experience in the high net worth and ultra high net worth client segment
- Proven track record of implementing wealth management strategies
- Securities licensing, CFP, CTFA, CPA designation preferred
- MBA or JD preferred
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities
- Paid volunteer time