Vice President, West Region Manager – Primary Casualty
Everest
VP, Regional Planning Consultant
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Palo Alto • California • 🇺🇸 United States
Visit company websiteSalary
💰 $124,000 - $140,000 per year
Job Level
Lead
About the role
- support investor center associates by reinforcing consultative selling principles
- impact associate development through focused coaching support in key foundational areas
- provide subject matter expertise on financial planning and investment solutions
- coordinate collaborative training to improve associates' skills
- support the introduction and implementation of appropriate product solutions in client appointments
Requirements
- sales experience in the financial service industry
- Series 7 & 63 licenses, with allowance to obtain Series 66 & Insurance licenses within 6 months of hire
- CFP certification preferred
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
consultative sellingcoachingcollaborationtraining
Certifications
Series 7Series 63Series 66Insurance licensesCFP
