Vp, Regional Vice President

KKR

Houston, TX, United States
Base: $60,000; bonus/equity: monthly variable ince...
On-site
Develop profitable relationships with financial advisors
Manage client relationships through face-to-face visits
Create and deliver effective presentations and seminars
The role involves meeting and exceeding sales goals while developing new and maintaining existing client relationships with financial advisors

Job Summary

  • The role involves meeting and exceeding sales goals while developing new and maintaining existing client relationships with financial advisors.
  • Candidates must be responsible for managing client relationships primarily through face-to-face visits and utilizing deliberate scheduling strategies.
  • This position offers a base salary of $60,000 plus monthly variable incentive compensation tied to territory sales.

Matching Summary

The role involves meeting and exceeding sales goals while developing new and maintaining existing client relationships with financial advisors.

Salary

Base: $60,000; Bonus/Equity: Monthly variable incentive compensation; Benefits: Not specified

Skills & Requirements

Must-have

  • Develop profitable relationships with financial advisors
  • Manage client relationships through face-to-face visits
  • Create and deliver effective presentations and seminars
  • Utilize Salesforce.com for territory management

Nice-to-have

  • Self-motivated and conscientious work ethic
  • Flexible ability to manage change
  • Quick learner of product lines and workflows

Key Requirements

  • 5-7+ years of financial services sales experience
  • Must obtain/maintain Life, Health, and Variable Lines of Authority licenses
  • Must hold Series 7 and Series 63 licenses
  • Obtain all non-resident state licensing for the assigned territory

Work Rights

Not specified

Tailored Resume

Cover Letter