Regional Vice President – External Wholesaler UIT Channel

Vice PresidentVice PresidentFull TimeRemoteLeadTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

Connecticut + 1 moreAll locations: Connecticut, New York

Posted

56 days ago

Salary

Not specified

Seniority

Lead

Bachelor DegreeEnglish

Job Description

• Generate sales of Guggenheim Investments UITs in their territory within the financial intermediary community. • Own sales performance and goals for territory. • Solidify relationships, generate new business with our clients and manage sales efforts within the defined geographic territory. • Work closely with the Divisional Sales Manager to create and implement a sales strategy. • Business Plan Creation – Segmentation, time management, counterpart collaboration, territory management, etc. • Leverage Technology Expense Management.

Job Requirements

  • Bachelor’s Degree (preferably in Finance or Business)
  • Current FINRA Registrations (Series 7, 63, 65, and/or 66)
  • Must reside in corresponding geographic territory
  • Excellent oral, written and interpersonal communications skills
  • Energetic, self-motivated, positive attitude, goal-oriented
  • Strong work ethic, and leadership skills
  • High degree of integrity
  • Ability and willingness to prepare relentlessly and execute passionately
  • Strong relationship building skills—client focused
  • Experience with Microsoft Word, Power Point and Excel
  • Familiarity with investment strategies and concepts

Benefits

  • Health insurance
  • 401(k) plan

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