Assistant Vice President, Savannah GA

Who we are:
Founded in 2009, GBI (https://gbi.co) is a rapidly growing fintech/commodities company, building groundbreaking technology to enable both wealth management professionals and individual investors access to physical precious metals. Our software is deeply integrated into some of the world's top wealth managers and powers retail applications around the globe, while also serving direct-to-consumer investors through our retail precious metals offering. GBI's core platform allows institutional clients and individual investors alike to buy, sell, store, and take delivery of precious metals. Whether through their existing brokerage accounts and trading systems, our institutional portals, or our direct-to-consumer retail interface.

Who we are looking for:
We are seeking an experienced Assistant Vice President who will partner with Regional Vice Presidents to cultivate relationships with key financial advisors within a specified channel and territory(ies), with the goal of accelerating the adoption of GBI’s solution.

Responsibilities include, but are not limited to:

• 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.
• Must be in the office a minimum of 3 days a week.

 Qualifications

• Dynamic, high-energy sales professional with at least 2-4 years of successful sales experience.
• Motivation: Self-motivated with a strong desire to achieve sales targets and advance within the company.
• Dependability: Reliable and punctual with a strong work ethic.
• Education: A BA/BS in finance, business, economics, or a related field is preferred.
• Communication Skills: Excellent verbal and written communication skills. Ability to effectively communicate with clients, team members, and management.
• Customer Service Orientation: Strong customer service skills with a positive and professional attitude. Experience handling client inquiries courteously and effectively.
• Sales Ability: Proven track record of meeting or exceeding sales targets. Ability to identify client needs and recommend appropriate financial products or services.
• Technical Skills: Proficiency with Microsoft Office Suite (Word, Excel, Outlook). Experience with financial software, and CRM systems required. HubSpot preferred.
• Organization: Strong organizational and time management skills. Ability to handle multiple tasks and prioritize effectively.
• Problem-Solving: Demonstrated problem-solving skills and the ability to think on your feet. Capability to resolve issues in a timely and effective manner.
• Teamwork: Ability to work well in a team environment. Willingness to collaborate and support team members to achieve common goals.
• Adaptability: Flexibility to adapt to changing job requirements and handle unforeseen challenges.

 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.
• This position is ideal for individuals with some experience in financial services sales, offering opportunities for further growth and development within the company. Comprehensive training will be provided to help you excel in this role. This position is based at our regional office in Savannah, GA.