Regional Vice President of Sales - Remote

Posted 5 weeks ago

Sales / Business

Full Time

USA

$75,000.00/year

Sales

Financial Services

Relationship Building

Investment Strategies

CRM

Communication Skills

Microsoft Office

Overview

Guggenheim is seeking an established and successful sales professional to drive growth in mutual funds and other investment products in the Pacific Northwest.

In Short

Initiate sales calls to identify new opportunities.
Provide financial intermediaries with sales ideas and product information.
Partner with external wholesalers for scheduling and sales support.
Maintain CRM activity and profile data.
Assist financial intermediaries in analyzing client portfolios.
Adhere to compliance and regulatory policies.
Keep current on company products and marketing campaigns.
Work as part of a sales team.
Must reside in the corresponding geographic territory.
Strong relationship building skills are essential.

Requirements

Bachelor’s Degree in Finance or Business preferred.
Current FINRA Registrations (Series 7, 63, 65, and/or 66).
Excellent oral, written, and interpersonal communication skills.
Energetic, self-motivated, and goal-oriented.
Strong work ethic and leadership skills.
Technical skills in Microsoft Word, PowerPoint, and Excel.
Familiarity with investment strategies and concepts.
Ability to prepare and execute passionately.
High degree of integrity.
Strong relationship building skills.

Benefits

Competitive salary and incentive compensation.
Opportunities for professional growth.
Innovative and collaborative work environment.
Commitment to integrity and excellence.
Diverse and inclusive workplace.

G.F.D

Guggenheim Funds Distributors

Guggenheim Funds Distributors is a part of Guggenheim Partners, a diversified financial services firm that focuses on delivering value to clients through two main businesses: Guggenheim Investments, a global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets firm. With a commitment to excellence and integrity, Guggenheim aims to provide long-term results while advancing the strategic interests of its clients. The company fosters a culture of high standards, creativity, and accountability, encouraging its professionals to think innovatively and take ownership of their work. Guggenheim is dedicated to diversity and inclusion, ensuring equal opportunity for all qualified applicants.

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