Enhance your practice, grow your income, and maximize your impact
As a Vice President, Sales at Sagient you will grow your personal practice while you develop your capabilities in a sales management role. Your success has a multiplier effect on local families, businesses and communities by providing paths to financial stability.
What we offer:
· A career path that integrates continuous learning in the form of management training, conferences, study groups and networking, and offers opportunities to develop the strategic planning, coaching and leadership skills to effectively run a team.
· An innovative culture that embraces growth and the changes that come with it – the freedom to design your work and your life the way you envision it.
· A holistic approach to financial planning, delivering long-term prosperity and peace of mind for our clients across every aspect of their financial future.
How will you build your business?
· Establish networks and cultivate referrals to generate a steady stream of candidates
· Engage in frontline recruiting of financial professionals
· Coach, mentor and supervise new and existing financial professionals
· Develop and grow a production unit
· Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
What we are looking for?
· Expanding/Establishing Sagient as a prominent leader in the Honolulu marketplace.
· Building a team of advisors that can sustainably grow and develop. We will be well known in the marketplace as the firm that helps advisors, and their clients meet their maximum potential.
· Your role as an industry and market leader for Sagient will heighten our visibility and prestige. You will be a representative and champion of the firm in the industry and in the communities we serve.
Who do you need to be?
· A strong relationship builder who takes a people first approach
· Lifelong learner – forever curious and interested in pursuing further designations and development
Qualifications
Required: Series 66 and 7 license
CFP OR ChFC and CLU designations
Preferred: Series 24 license
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Skills Required
- Series 66 license
- Series 7 license
- Certified Financial Planner (CFP) designation
- Chartered Financial Consultant (ChFC) designation
- Chartered Life Underwriter (CLU) designation
- Series 24 license
What We Do
Sagient is a financial advisory firm that provides personally tailored financial guidance through a holistic approach to planning. The firm specializes in wealth management, insurance, investment management, and financial planning, combining a legacy of experience with innovative insights to help individuals, businesses, and families achieve their long-term financial goals and preserve their legacy.
