Vice President-Sales and Marketing

Vice President of Sales

Global Planning Partners – Veteran‑Owned Integrated Wealth & Protection Advisory Firm

Global Planning Partners is seeking an experienced, licensed insurance professional to serve as Vice President of Sales, leading client engagement, advisor development, and revenue growth across our financial products and services. This role is ideal for a driven advisor who excels in a fast‑paced environment, builds strong client relationships, and is ready to grow into a senior leadership position.

The VP of Sales will guide clients through their financial needs, deliver clear and compliant advice, support advisors in daily activities, and cultivate a culture of performance, professionalism, and continuous development.

Key Responsibilities

Hold and maintain a Florida 2‑15 license (or equivalent).
Schedule and conduct client meetings to assess financial needs, goals, and risk tolerance.
Gather and analyze client information to provide suitable planning options.
Monitor market conditions and regulatory changes to understand impacts on taxes, insurance, and investment‑related strategies.
Build and sustain long‑term client relationships that drive retention, referrals, and repeat business.
Contact prospective clients to introduce available financial products and services.
Recommend appropriate solutions to improve clients’ financial stability and long‑term outcomes.
Develop deep product knowledge to confidently advise clients and support team members.
Lead, mentor, and continually develop advisor teams to achieve production goals.
Uphold compliance standards and ensure all client interactions meet regulatory requirements.

Desired Experience (Preferred, Not Required)

Securities registration (Series 6, 7, 63, or 65).
Bachelor’s degree in business, finance, or related field.
Additional state licensure—support provided for obtaining credentials.
Proven success in a high‑energy, fast‑paced sales environment.
Understanding of basic financial and insurance concepts.
Proficiency in Microsoft Office applications.
Strong mathematical and analytical abilities.
Excellent organizational and problem‑solving skills.
Clear, effective communication skills.
Exceptional customer service and relationship‑building skills.

What Success Looks Like

A successful VP of Sales will consistently build rapport with clients, lead advisors with confidence, and meet or exceeds sales goals. Top performers demonstrate strong financial acumen, regulatory awareness, and the ability to translate complex concepts into clear, actionable guidance. Continued development into expanded leadership responsibilities is expected.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible schedule
Health insurance
Life insurance
Paid time off
Retirement plan
Tuition reimbursement
Vision insurance

License/Certification:

Florida Insurance License (2-15) or Equivalent (Required)

Work Location: Hybrid remote in Naples, FL 34108

Pay: $75,000.00 - $250,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Retirement plan
Vision insurance

Work Location: Hybrid remote in Naples, FL 34108