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Assistant VP of Sales

Company: Fin'l Services General, Denver, CO
Location: Denver
Posted on: November 10, 2018

Job Description:

Overview

As the Assistant Vice President, Sales/Advisor Services, you will help financial advisors automate their practice using Company's technology, investment services and portfolio rebalancing capabilities.

Client Interaction

You will interact directly with prospective and current clients on their business automation needs. Your day will focus on reaching out to clients/prospects, giving software demos, and answering advisors' questions about Company's platform. Depending on your client coverage, there will be opportunities to travel to conferences and onsite client meetings. Travel can be expected to range from 1 – 7 days per month.

Competencies

As Assistant Vice President of Sales/Advisor Services , you will need to master the following: Thorough Understanding of Company Technology Platform Functionality Sufficient understanding of Financial Advisors’ needs Operational support tasks for Financial Advisors Work in a collaborative team environment Above average presentation skills Zoho CRM REQUIREMENTS

Working at a fast-paced company is exciting and also challenging. We're looking for a candidate who will impress us with the following skills and experience: Bachelor’s degree or higher, preferably in finance 2-5 years of relevant work experience Out-of-the box and critical-thinking skills Have or be pursuing your Series 65 Excellent communication and collaboration skills Self motivated - can work independently

Keywords: Fin'l Services General, Denver, CO, Denver , Assistant VP of Sales, Executive , Denver, Colorado

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