What are the responsibilities and job description for the Chief Sales Officer position at Global Recruiters Network Inc?
Our wealth management client based in Dallas, TX is in search of a Chief Sales Officer (CSO) that will oversee a national sales team that utilizes a broad spectrum of investment and insurance products to deliver comprehensive financial planning for their clients.
These products include : Traditional wealth management products, such as model portfolios, stocks, bonds, funds, SMAs and ETFs in addition to specialized vehicles like 401Ks, alternatives, fixed annuities, life insurance, complex insurance solutions and tax / estate planning.
Company information :
- Hybrid RIA and Broker-Dealer managing $5 B in AUM and $13B in Assets Under Care (AUC includes insurance product assets)
- CSO will have 20-30 Direct reports and growing
- U.S. is divided into 20 regions, each acting as a market hub with a Regional Leader in place
- CSO will lead the W2, private wealth offices throughout the US with occasional travel required
Job Duties :
Note : The CSO doesn't need to be a technical expert in each of the product offerings (they have experts on their team), but should have proficiency in wealth management, insurance, corporate retirement plans and tax / estate planning
Requirements :
Salary : $5
