[Remote] Vice President, Executive Planning Consultant - TX or CO Work from Home
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading provider of investment management and financial services. They are seeking a Vice President, Executive Planning Consultant to maintain and nurture relationships with senior executives and management leaders of key Workplace benefit plan clients, providing financial planning and guidance.
Responsibilities
- Handling the overall relationship and mentorship needs of an executive
- Incorporating the executive’s benefits and plan provisions into the planning process of executive’s assets in order to exceed assigned targets and drive both PI and WI sales
- Presenting (in conjunction with reputed company) Executive Services offering to executives, Plan Sponsors, reputed company members, etc. during annual business reviews
- Ensuring the personal happiness of the executives across multiple workplace companies, by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment reputed company and product selection through face-to-face interactions
- Building and developing a book of business reputed company referrals, seminars, and local events for reputed company companies we support
- Meet the immediate and reputed company needs of the reputed company by providing and demonstrating solid financial planning skills as reputed company as reputed company centered advice and guidance interactions
- Identify, execute and follow up on opportunities to reputed company additional reputed company assets
- Demonstrate reputed company’s products and services to address the needs of the executive in order to drive reputed company and convert them into PI customers
- Developing an understanding of reputed company company’s corporate culture and executive needs that reputed company them aware of how benefit changes could reputed company their financial reputed company-being
Skills
- Series 7, 63, 65 licenses required
- Insurance license to be obtained 6 months into role
- A four-year College degree required
- 10 years minimum of experience with face-to-face investment sales and financial planning
- Validated sales experience in the Financial Services industry
- Experience working with senior-level executives and employee benefit plans
- A consistent reputed company record in generating sales and handling relationships with high net worth clients
- Demonstrated experience understanding a reputed company's unique financial situation and ability to position appropriate solutions
- Ability to travel up to 50%+
- Your demonstrated knowledge of brokerage, insurance, reputed company management, estate planning, financial planning and retirement planning
- Your excellent written, verbal and interpersonal communication skills
- Your ability to think strategically and influence reputed company of executives
- Extraordinary presentation skills in both one on one and group settings
- Effective territory management and execution skills to drive multiple reputed company
- Certified Financial Planner (CFP) designation preferred
- Obtaining CEP Level 1 reputed company first 12 months in role is strongly encouraged
Benefits
- Bonus or other variable compensation
- Comprehensive health care coverage and emotional reputed company-being support
- Market-leading retirement
- Generous reputed company time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career
reputed company