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.
Private Client Advisor
Each client would have a separately managed portfolio that is custom tailored for that client. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outsi...
Private Client Advisor
Each client would have a separately managed portfolio that is custom tailored for that client. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outsi...
Private Client Advisor
Each client would have a separately managed portfolio that iscustom tailored for that client. 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...
Private Client Advisor
Each client would have a separately managed portfolio that is custom tailored for that client. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outsi...
Private Client Advisor
Each client would have a separately managed portfolio that is custom tailored for that client. Main selling feature is that clients would hold a truly globally diversified portfolio of individual stocks and bonds (not limited to North American equities and bonds). Role: In this home based outsi...
Senior Sales Representative, Hunter
Proven track record of surpassing sales quotas and engaging C-Suite clients. To learn more about Sales at ADP, visit https://jobs. ...
Outside Sales Representative
Come represent our client’s first-class sales organization as a Territory Sales Representative in the billion-dollar work wear and facility services industry, that has been recognized as a top 10 of Selling Power magazine’s “Best Companies to Sell For” list. Territory Sales Representative: Ottawa, O...
Sales Representative – Independent Contractor – PVD – Canada West
Are you an automotive enthusiast with a proven background in business to business (B2B) sales? Are you interested in selling the coolest trucks and SUVs on the market with unlimited earning potential? If so, then Fox Factory's Performance Vehicle Division Sales Representative/Independent Contractor ...
Outside Sales Account Manager (HVAC)
If you have Sales experience in HVAC-R industry in Canada.Drake International has established an alliance with a prominent industry leading manufacturer and distributor of air distribution products.Recognized for their excellence and innovation, our partner is experiencing significant growth and is ...
Senior Financial Advisor
A Financial Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make info...