Assistant Vice President at GBI | Hybrid Hired

About the role

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.

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