Vice President managing real estate credit for MUFG's expanding pipeline in Oceania. Overseeing large - scale projects and collaborating with diverse stakeholders in Australia and New Zealand.
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.
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