Firm : Large global portfolio management firm with over 200 billion inassets under management. Each client wouldhave a separately managed portfolio that is custom tailored forthat client .
Fee based discretionarymanaged portfolios. Main selling feature is that clients would holda truly globally diversified portfolio of individual stocks andbonds (not limited to North American equities andbonds).
Role : In this home based outsidesales role you will be focused on closing leads of high net worthclients that have already expressed interest in investing with thisfirm and who have over $500k to invest.
There is absolutely no coldcalling / no prospecting in this role and the firm prefers that youfocus on closing the leads that the firm provides.
In this role youwould be focused on speaking with the leads meeting with the leadswith the goal of signing this client up toinvest with this firm.
A dedicated portfolio management and serviceteam are primarily responsible for the transition and retention of client relationships.
The firm actively markets theirservices via direct mail internet television advertising and othermediums. The firm receives prequalified responses from interestedinvestors who are willing to have a discussion about moving overtheir investment portfolio.
Home Office : The firm covers all homeoffice expenses : computer phone scanner printer etc. The firm alsocovers all travel expenses and gives you an expenseaccount.
Compensation : $100000 salary tostart uncapped commission (average total compensation$300000$500000 and top producers earning $1million)
Benefits : 100% coverage on allhealth / medical dental & vision care for you and anydependents
Requirements : Must be licensed tomanage portfolios that contain individual stocks / bonds (not justmutual funds) for at least 2 out of the past 4 years & astrong track record of success in sales and bringing in newinvestment assets to thefirm
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...
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
Firm: Large global portfoliomanagement firm with over 200 billion in assets under management.Fee baseddiscretionary managed portfolios.North American equitiesand bonds).Role: In this home based outsidesales role you will be focused on closing leads of high networth.There is absolutely nocold calling...
Customer Service Representative Bilingual
Customer Service Representative. Being a Customer Service Representative means you ARE the face of NeoLore Networks Inc. Proven customer support experience or experience as a Client Service Representative (boring job name description). Manage incoming calls and customer service inquiries. ...
administrative assistant
Secondary (high) school graduation certificate.Determine and establish office procedures and routines.Schedule and confirm appointments.Answer telephone and relay telephone calls and messages.Compile data, statistics and other information.Order office supplies and maintain inventory.Greet people and...
Field Sales & Marketing Representative
We are looking for Field Sales & Marketing Representatives to join our team in this exciting new area of business. Working in a hybrid work environment and reporting into a Team Manager, Field Sales & Marketing, your primary responsibility is to generate sales and drive revenue growth for Xplore by ...
Senior Manager, Accounts Payable (Finance) (Telework/Hybrid)
Senior Manager, Accounts Payable (Finance) (Telework/Hybrid). We are currently looking for an experienced leader to take on the role of Senior Manager, Accounts Payable for a two-year contract. Plans and organizes effective and efficient operations of the SSC Financial Services activities related to...
Full-Time Cashier / Line Cook
No experience needed, while previous experience working in food service or retail as a barista, server, sales associate, cashier, team member, or customer sales representative is always helpful and appreciated. ...
Bilingual Customer Service Representative
Bilingual Customer Service Representatives (CSR) will have the ability to use their customer service skills, technical savvy, and results driven mindset to directly help customers in a clinical setting that utilize. Technical Customer Service Representatives (CSR) will have the ability to use their ...