What are the responsibilities and job description for the Vice President position at Dash Investments?
Job Title: Vice President – Full Cycle Sales
The Opportunity:
We are searching for a Vice President of Sales with 3-5 years of work experience to join our fast-growing sales team. The candidate selected for this role will prospect warm leads, schedule meetings, and convert prospects to clients across the entire client conversion cycle.
The Day-to-Day:
You will develop skills that are transferable to future positions as you progress in your career at Dash Investments. During the day you may:
- Call warm leads to qualify interested prospective clients. Email and text prospective clients to schedule and conduct meetings
- Oversee timely delivery of sales tools like portfolio reviews and financial plans from other sales support team members
- Coordinate the onboarding and asset transfer process for non-trading clients
- Study financial planning and investment topics to become a competitive financial services professional
- Note* This is not a client service role. Once a client joins, our client service team takes over the management of the client relationship
Your Qualifications:
- Bachelor’s degree and 3 years of work experience
- Current holder of Series 65 license
- Eager to work in a small business environment to support high-volume output
- Produce quality work within a target timeline
- Proven record of sales success
Why Dash Investments:
At Dash Investments, we specialize in guiding our clients through complex retirement topics like tax planning, investment selection, and legacy and estate planning. We invest in our employees by offering:
- $300,000-$400,000 first year income expected including commissions. 6-figure base guaranteed the first year with unlimited commissions in addition to make sure you get off to a fast start
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- 20 days of PTO, plus 9 paid holidays
- Education funding options. The financial services industry is moving toward financial planning and designations are encouraged here. We want to see our team members evolve and expand professionally
Potential Growth Opportunities:
Dash is a boutique, rapidly growing company. We’re looking for a reliable person who wants to get in early and contribute, but is also eager to take on more responsibility and become a long-term pillar in the business.
- As our company grows, we are constantly looking for new ways to expand our services and reach new clients. This means that there are always opportunities for our employees to take on new responsibilities and learn new skills.
- We have a strong track record of promoting from within. This means that if you are a high performer, there is a good chance that you will be able to advance your career quickly at Dash Investments.
Apply today to be a part of a team environment where you make a difference in the lives of our clients.
Salary : $300,000 - $400,000