Career Opportunity: Senior VP - Investments (Advanced Investment Sales)
Job Overview | |
Company: | Camarda Financial |
Location: | US-FL-JAX |
Generous Pay: | Top Payout |
Employee Type: | Full-Time Employee |
Industry: | Investments - Financial Services |
Manages Others: | No |
Job Type: | Executive |
Req'd Education: | 4 Year Degree |
Req'd Experience: | More than 5 Years |
Req'd Travel: | Daytrips |
Relocation Covered: | N/A |
Contact: | HR |
Phone: | Not Available |
Email: | |
Fax: | 904-278-1070 |
Company Overview
Camarda Financial is a rapidly-growing fee-only money management firm based in Jacksonville. The recent economic and market reversals has produced remarkable growth for our firm, and unprecedented career opportunities for strong salespeople. As one of the nation's top wealth managers (as noted in Worth, Bloomberg's Wealth Manager, Registered Representative, Investment Advisor, and numerous other national publications) is seeking motivated individuals to sell our trademarked investment system, ISIS®. Leads are pouring in as dissappoined investors seek the refreshing alternative investment approach marketed by Camarda. If you are interested in working in an environment where clients come first and institutional-grade advice is custom-designed for each client, read on to explore the exciting opportunities at Camarda Financial Advisors!
As a truly independent investment management firm, our business is serving the needs of investors demanding superior performance, expert advice, transparent fees, and exceptional service. Unlike huge financial corporations who typically have little quality contact with individual investors, Camarda Financial was specifically created to deliver institutional-grade portfolio management and world-class service to individuals.
As a valued teammate, you will hone your skills in delivering cutting-edge quality and excellence to a wide variety of affluent clients. Our flexible culture cherishes personal independence and growth, and richly rewards individual contributions to team goals. Our workplace is inspiring, exciting, and fun, a place where people develop very rapidly.
Our marketing systems and company-generated lead flow are a real standout in an industry where cold calling and "networking" are the norm. Not only do we supply high-quality leads, we even set appointments for seasoned producers. Ongoing client processing and service are handled by support staff. The goal is having producers spend all their time on their highest-payoff activity - sales.
Camarda is going places very quickly, and offers candidates a very rare opportunity to engage in quality, stimulating work that provides tremendous benefit to our clients, and amazing career- and wealth-building prospects to our employees. This may just be the change you've been waiting for.
Job Description
Senior VP - Investments
We are seeking a limited number of proven sales professionals. Investment sales experience is a plus, but not required. As one of the few firms to actually benefit from the deep recession, this is truly an outstanding opportunity to earn very high income in a very challenging economy. Camarda will change your outlook on opportunity from day one. The attributes you'll find in our services are the attributes you'll find as an employee at Camarda: opportunity, integrity and performance. That's because Camarda is a top wealth advisor that takes a different approach to helping our clients achieve results.
The Vice President/Investments role is highly entrepreneurial. It involves extensive client development, profiling and consultative selling. Vice Presidents are responsible for selling investment management to high net worth clients through lead flow provided by the internal marketing team. The marketing department generates leads for the sales force through a variety of direct marketing channels. Camarda receives abundant inquires each month from high net worth individuals who are interested in learning more about Camarda's investment style and performance.
Vice Presidents at Camarda Financial Advisors focus only on sales, and nothing else; this allows them to see a larger prospect base resulting in greater assets captured - and more income earned - compared to a typical broker or planner who handles sales, service, paperwork, marketing, portfolio management and all the rest. Having Vice Presidents concentrate exclusively on sales instead of being distracted by all the frustrating things that commonly limit salespeople from reaching their potential, is possible due to a sectored investment sales process: VP's concentrate on there sector - opening and closing - and the rest is handled by the rest of the team.
Applicants possessing the fervor to sell, coupled with excellent phone skills, superior communication, a strong in-person presence and exceptional closing abilities will excel in the Vice President role.
Congratulations and welcome to the Camarda Difference!
Desired Skill Set:
- Exceptional communication
- Ability to interact professionally with high net worth individuals
- Ability to identify sales opportunities based on client need and the ability to present suitable products
- Outstanding probing skills
- Ability to close
- Detail oriented execution of responsibilities
- Strong time management, territory management and organizational skills are a necessity
- Have a high degree of accuracy and follow through
- Ability to thrive in a challenging and collaborative sales environment
Personal Qualities, Traits & Character:
- Articulate, assertive and charismatic
- Ability to collaborate with a team and execute responsibilities independently
- Extremely confident and energetic with carrying out daily activities
- Dedicated, with a strong work ethic
- Exceptional interpersonal skills
- A work ethic characterized by high integrity and behavior
- Polished and ambitious professional
- Professional maturity
- Possessing an entrepreneurial sprit and extremely self motivated
- Honest and respectful of team
- Closing skills are critical
Job Experience:
- 5+ years of relevant sales experience
- Comfortable working with high-net-worth individuals
- Solid, consistent and progressive sales work history
- Proven high commission track record
- Outbound and proactive phone work
- Prior experience as an external sales professional
- Previous formal training experience a plus
- Working knowledge of the separate account money management a plus
Educational Background, Training & Licensing:
- Bachelor's degree is strongly preferred
- Advanced degree or professional certificate a plus
- Series 65/66 Highly Desirable
- Clean CRD U4/5 if applicable
- Acceptable background check
Compensation:
- Very generous payouts and long-term trails - income grows to very high levels
- Quality leads at no cost
- Very rich production bonus structure crafted to supercharge compensation for top producers.
- No gross commission "haircut"
- No office or other charges
- Lucrative cash, profit sharing, and stock bonus production
- 1st year performance bonus
- Profits Bonus
- Paid Travel and Accommodations and reimbursement for costs incurred
- Education Reimbursement
- Flexible vacation
- Comprehensive medical, dental and vision benefits, 401K
If you seem like a fit and like what you see, we are eager to discuss joining our winning team. Please take a moment to send us your resume for serious consideration. We look forward to hearing from you!
