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FINANCIAL ADVISOR/ HIGH NET WORTH SALES-NATIONALLY KNOWN RIA

Company: Hireology
Location: Des Moines
Posted on: September 13, 2020

Job Description:

Willis Consulting is an independent financial services recruiting firm representing many clients in the financial sector. In addition, to this position we offer many more from our clients at no cost to the candidates.

The Opportunity:

As a Vice President of Sales, you will present our investment solutions to high-net-worth individuals, helping educate each on how our approach might better fit their needs. This highly lucrative sales role allows you to work remotely from a home office as you cover your local territory, but you will be supported by a massive amount of resources in the corporate offices including personal sales support, client service teams, world class marketing and more. The great news is people from your territory reach out to us for financial information, providing you 100% lead-flow. There’s no need to pitch friends, family, and everyone you meet in an elevator.

The successful VP of Sales will not only quickly identify the prospects we can help, but the ones we can’t. You’ll succeed if you have the motivation to go the extra-mile, to take that extra step and reach that much further to make that one extra phone call and finish your day with the same enthusiasm you started with. This position is not easy—nothing worthwhile is—but the rewards, both financially and emotionally, are available for those who earn them.

The Day-to-Day:

· Call individuals who have requested information and make the initial determination if we can help them.

· Meet with the individuals to analyze their situation in depth and provide our solutions when appropriate.

· Educate and persuade the qualified individuals to make each comfortable with hiring us to manage their wealth.

Your Qualifications:

· We’re looking for someone who is highly competitive, goal oriented, and can sustain high levels of activity (both via phone conversations and

in-person meetings).

· Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations.

· Minimum of five years of specifically selling to stock market investors with a quantifiable track record of individual success attaining new investor business.

· Comfortable and experienced working in a pay for production

compensation model.

· Minimum of six-figure earnings in each of the past 3 years.

· 100% coverage of premiums for health, vision and dental insurance

· A 50% 401(k) match, up to the IRS maximum

· 8 week paid Primary Caregiver Parental Leave

· And much, much more

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Keywords: Hireology, Des Moines , FINANCIAL ADVISOR/ HIGH NET WORTH SALES-NATIONALLY KNOWN RIA, Other , Des Moines, Iowa

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