Hybrid Assistant Vice President

at GBI

• Job title: Assistant Vice President
• Job type: Full Time
• Experience level: Lead
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Savannah, United States

About the role

• Assistant Vice President driving sales opportunities with financial advisors for GBI, a fintech company. Cultivating relationships and demonstrating solutions to accelerate adoption of precious metals offerings.

Responsibilities

• Partner with Regional Vice Presidents to drive sales opportunities within assigned territory(ies).
• Cultivate relationships with financial advisors through high-quality interactions including proactive and reactive calls, emails, and follow-ups.
• Maintain a high level of client service by answering inbound inquiries and working with the team to resolve specific account issues.
• Demonstrate ability to understand and articulate effectively, offer insight and product information to financial professionals so they can successfully offer GBI solutions to their customers.
• Take a consultative approach to working with financial advisors by understanding their business, clients and investment challenges to better match GBI solutions to their needs.
• Work with Regional Vice Presidents to establish and execute territory plan(s) and utilize data to optimize engagement with financial advisors.
• Utilize the CRM system to log all client/prospect related activity on a daily basis.

Requirements

• Dynamic, high-energy sales professional with at least 2-4 years of successful sales experience.
• Self-motivated with a strong desire to achieve sales targets and advance within the company.
• Reliable and punctual with a strong work ethic.
• A BA/BS in finance, business, economics, or a related field is preferred.
• Excellent verbal and written communication skills.
• Strong customer service skills with a positive and professional attitude.
• Proven track record of meeting or exceeding sales targets.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• Experience with financial software, and CRM systems required. HubSpot preferred.
• Strong organizational and time management skills.
• Demonstrated problem-solving skills and the ability to think on your feet.
• Ability to work well in a team environment.

Benefits

• Opportunity for career growth and professional development in a rapidly growing company
• Ability to work hybrid.
• Direct influence on the course of the business and day-to-day operations.
• Competitive salary and benefits including medical and dental insurance, 401k, and more.
• Paid time off.
• Option to get an accreditation such as the CAIA or CFA after 1 year of employment.
• Comprehensive training will be provided to help you excel in this role.