Firm : Large PortfolioManagement firm with over $200 billion in assets undermanagement
This is aninside sales role with an Investment firm and the primaryresponsibilities are calling highnetworth leads that the firmprovides scheduling video meetings with prospective clients for thepurpose of gathering new assets (clients for the firm).
The firmactively markets their services via direct mail internet and othermediums. The firm receives thousands of prequalified responses frominterested investors who are willing to invest a minimum of 500k.
There is no cold calling / prospecting with this role and the firmprefers that you just focus on closing the leadsprovided.
The firmprovides all lead flow and comprehensive sales support. A dedicatedportfolio management and service team are the ones responsible forthe transition and retention of clientrelationships.
How do theleads the firm provides work Client actively markets their servicesvia direct mail internet and other mediums.
The firm receivesthousands of prequalified responses that are distributed to theSales force.
How much newbusiness is from the leads provided by Client versus from coldcalling Sales People do not coldcall. All leads are providedinternally in response to firm marketing and clientreferrals.
Compensation :
$100000 basesalary to start that eventually declines to $0 uncapped commission.Average total compensation 250300k and top producers earning 400k.
Benefits : 100% coverage on all health / medical dental and vision care for youand your dependents & 50% 401kmatching
Private Client Advisor
A dedicatedportfolio management and service team are the ones responsible forthe transition and retention of clientrelationships. How do theleads the firm provides work Client actively markets their servicesvia direct mail internet and other mediums. How much newbusiness is from the leads provided b...
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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...
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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...
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