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Regional Vice President – Eastern Region

Job Title: Regional Vice President – Eastern Region

Job Location: Remote

Job Description:

Regional Vice President:

Legendary Capital, LLC is a nationally recognized alternative investment sponsor firm with a hospitality-centric suite of investment offerings (Non-Traded REIT, Corporate Bond, QOZ Fund). We are dedicated to building shareholder and investor wealth through our various investment programs. We accomplish this through a proven process that consistently delivers performance through disciplined Acquisitions, Operations, Accounting/Finance and Human Resources. Legendary Capital is a Culture of Performance organization, merging mutual respect for our stakeholders, clients, and employees with a passion for results.

The Role:

The Regional Vice President position partners with a Regional External Wholesaler (Regional Managing Director (MD)) to manage existing and create new relationships with financial advisors to increase Legendary Capital’s visibility and market share. This is accomplished through a highly consultative sales approach providing financial insight and product information via the telephone and digital means (e-mail, online video conferencing, CRM, etc.), so advisors can effectively and confidently offer our platform of alternative investments to their clients. This position is best suited for an individual that has a strong sales focus with excellent organization and phone skills, strong people skills and work ethic, and a competitive drive to succeed.

This position is a Full-Time role, with a competitive base Salary + Commissions and broad benefits (Medical, Dental, Vision, Retirement (401k & Roth), and much more).

Duties and Responsibilities include, but are not limited to:

  • Support Regional Managing Director (MD) with business development efforts.
  • Provide the partnering MD and Company with reporting related to activity and sales levels for designated sales region.
  • Make proactive sales calls daily with advisors to strengthen relationships and find selling opportunities. This includes sales campaigns, follow-up calls, and other activities as directed towards sales activities goals.
  • Work closely with the region’s MD to develop and execute an appropriate business plan to optimize activity and maximize sales.
  • Schedule quality appointments each week for the region’s MD.
  • Research, identify, and actively convert prospects into producers.
  • Utilize Legendary Capital’s CRM system to create and maintain up-to-date information on the sales region.
  • Maintain a minimum sales activities volume each day towards a targeted number of MD appointments.
  • Meet and exceed weekly and monthly goals for new business production.
  • Develop extensive working knowledge of Legendary Capital product offerings.
  • Develop and maintain an advanced knowledge of financial markets and the competitive landscape.
  • Ensure compliance with internal and external rules, policies, and procedures, as well as regulatory requirements.

Required Skills and Experience:

  • FINRA series 7 and 63 licenses.
  • 2+ years of prior investment industry experience, with preference towards wholesaling alternative products (e.g. – Private Placements, BDCs, REITs, 1031 DSTs, QOFs, Interval Funds) to the financial services industry.
  • Clean BrokerCheck report (U4).
  • Bachelor’s degree.
  • Primarily motivated by sales success and meeting firm/regional sales goals and targets with an emphasis on acquiring new business.
  • Previous cold calling/business development experience required.
  • Strong proficiency in Microsoft Office and CRM applications.
  • Exceptional ability to communicate professionally with all members of staff and clients, internal and external to the firm at all levels both in oral and written communications.
  • Superior verbal and presentation skills.
  • Possess excellent high-energy interpersonal and customer service skills, with emphasis on relationship building.
  • Track-record of prior sales success.
  • Attention to detail and multi-tasking abilities a must.
  • Desire to work successfully in an entrepreneurial, fast-paced environment.
  • Ability to use initiative and work independently, while also being a team player.
  • Ability to exercise discretion and independent judgment when performing job duties and display a high degree of integrity, professionalism, and respect at all times.
  • Excellent time management and organization skills.
  • Ability to work extended hours including evenings and weekends, as necessary.

Company Culture:

We’re from Fargo, so some think we are a bit off our rocker immediately. But if you are from this area, you know that the most successful companies embrace our heritage. We work hard—we play hard. We are not looking for someone that wants a job, BUT WE ARE hiring people looking for a career. Our individual backgrounds are diverse across industries (electrical engineering, entrepreneurs, Big 4 Consultants, tenured operations staff, construction backgrounds, loan processing, and more), allowing those varied experiences to offer different points of view making us the exciting place we are today. To be successful at Legendary Capital you simply have to make an impact. We empower our team to make decisions and get stuff done and help develop them through new skills and education into our future leaders. We are in the financial industry, but you wouldn’t know it when you walk around the office. No three-piece suits. We keep it casual. But we have one defining trait among the team—there is a drive to do right by our investors and that is at the core of everything we do.

If this sounds like something you are interested in learning more about, hit the apply button or send us your resume. We’re always interested in hiring another rock star! Do you have what it takes to be Legendary?

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required for the job.

Application Instructions:

Send resume and cover letter to rvitale@legendarycap.com

Inquiries can also be sent to that same email