Firm : Large global portfolio management firm with over 200 billion in assets under management. Each client would have a separately managed portfolio that is custom tailored for that client .
Fee based discretionary managed portfolios. 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 outside sales role, you will be focused on closing leads of high net worth clients that have already expressed interest in investing with this firm and who have over $500k to invest.
There is absolutely no cold calling / no prospecting in this role and the firm prefers that you focus on closing the leads that the firm provides.
In this role you would be focused on speaking with the leads, meeting with the leads, with the goal of signing this client up to invest with this firm.
A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
The firm actively markets their services via direct mail, internet, television advertising and other mediums. The firm receives pre-qualified responses from interested investors who are willing to have a discussion about moving over their investment portfolio.
Home Office : The firm covers all home office expenses : computer, phone, scanner, printer, etc. The firm also covers all travel expenses and gives you an expense account.
Compensation : $100,000 salary to start + uncapped commission (average total compensation $300,000-$500,000 and top producers earning $1+ million)
Benefits : 100% coverage on all health / medical, dental & vision care for you and any dependents
Requirements : Must be licensed to manage portfolios that contain individual stocks / bonds (not just mutual funds) for at least 2 out of the past 4 years & a strong track record of success in sales and bringing in new investment assets to the firm
Private Client Advisor
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 outside sales role, you will be focused on closing leads of high net worth clients that have already...
Private Client Advisor
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 outsidesales role you will be focused on closing leads of high net worthclients that have already expressed...
Private Client Advisor
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 outside sales role, you will be focused on closing leads of high net worth clients that have already...
Private Client Advisor
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 outside sales role, you will be focused on closing leads of high net worth clients that have already...
Work From Home - Sales Representative
We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and...
Customer Service Representative Agent Work From Home - Remote Online Panelists
No customer service representative agent experience needed. Customer Service Representative Agent Work From Home - Remote Online Panelists. Customer service representative agent experience is not necessary. If you are a customer service representative agent or someone just looking for a flexible par...
Sales Service Stock and Cashier
The Sales Service (Stock/Cashier) position is primarily responsible for providing physical assistance in moving merchandise between sales and stock areas, handling general inquiries, general housekeeping, as well as other related customer service duties including processing sales transactions. ...
Customer Service Representative
Resolving customer inquiries and requests and ensuring strong customer satisfaction. You have at least 1 year experience within a Admin Assistant or Customer Service role, ideally within the Industrial industry. Abzac gives itself means of being geographically close to its customers and the markets ...
CW24-35 Administrative Assistant
Rocky Mountain) is now accepting external applications for:Administrative Assistant Permanent, full-time (35 hr/wk) Effective August 19, 2024 The Administrative Assistant is responsible for the reception, clerical, secretarial and record keeping work of considerable variety and complexity in the ope...
administrative assistant
Heures de travail: 35 to 40 hours per week.Secondary (high) school graduation certificate.Arrange and co-ordinate seminars, conferences, etc.Coordinate the flow of information within the team.Open and distribute mail and other materials.Record and prepare minutes of meetings, seminars and conference...