Job Description

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This is a sales role with an Investment firm and the primary responsibilities are calling high-net-worth leads that the firm provides, scheduling face-to-face appointments and meeting with prospective clients for the purpose of gathering new assets (clients for the firm). The firm actively markets their services via direct mail, internet and other mediums. The firm receives thousands of pre-qualified responses from interested investors who are willing to invest a minimum of 500k. There is no cold calling for this role and the leads that are provided, have already expressed interest in having the firm manage their investments. The firm provides all lead flow, comprehensive sales support, home office set up and travel costs. A dedicated portfolio management and service team are the ones responsible for the transition and retention of client relationships.
The firm provides all lead flow, comprehensive sales support, home office set-up and travel costs. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
How do the leads the firm provides work? Client actively markets their services via direct mail, internet, and other mediums. The firm receives thousands of pre-qualified responses that are distributed to the Outside Sales force.
How much new business is from the leads provided by Client versus from cold calling? Outside Sales People do not cold-call. All leads are provided internally in response to firm marketing and client referrals.
Compensation:
$100,000 base salary with average compensation 300-350k and top producers at 500k+. Comprehensive Benefits program.
Requirements:
MBA or CFA level 1 completed or CIM (or willing to complete the CIM within 3 months) & licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds)

Skills Required