Firm : Large global portfoliomanagement firm with over 200 billion in assets under management.Each client would have a separately managed portfolio that iscustom tailored for that client.
Fee based discretionary managedportfolios. Main selling feature is that clients would hold a trulyglobally diversified portfolio of individual stocks and bonds (notlimited to North American equities and bonds).
Role : In this home based outside sales role you will be focused onclosing leads of high net worth clients that have already expressedinterest in investing with this firm and who have over $500k toinvest.
There is absolutely no cold calling / no prospecting in thisrole and the firm prefers that you focus on closing the leads thatthe firm provides.
In this role you would be focused on speakingwith the leads meeting with the leads with the goal of signing thisclient up to invest with this firm.
A dedicated portfoliomanagement and service team are primarily responsible for thetransition and retention of clientrelationships.
The firm actively markets their services via direct mail internettelevision advertising and other mediums. The firm receivesprequalified responses from interested investors who are willing tohave a discussion about moving over their investmentportfolio.
HomeOffice : The firm covers all home office expenses : computer phonescanner printer etc. The firm also covers all travel expenses andgives you an expenseaccount.
Compensation : $100000 salary to start uncapped commission (averagetotal compensation $300000$500000 and top producers earning $1million)
Benefits : 100% coverage on all health / medical dental & vision carefor you and anydependents
Requirements : Must be licensed to manage portfolios that contain individualstocks / bonds (not just mutual funds) for at least 2 out of the past4 years & a strong track record of success in sales andbringing in new investment assets to the firm.