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Regional Vice President of Sales

Remote: 
Full Remote
Contract: 
Full time
Work from: 
Ohio (USA)

Offer summary

Qualifications:

7+ years of experience as an Investment Advisor or External Wholesaler., Proven track record of success in sales and acquiring new investment assets., Strong understanding of financial services and portfolio management., Ability to work independently in a home-based sales role..

Key responsibilities:

  • Close leads of high net worth clients provided by the firm.
  • Focus on transitioning and retaining client relationships with the support of a dedicated team.
  • Engage with pre-qualified investors interested in moving their portfolios.
  • Manage home office and travel expenses as covered by the firm.

Staffing In Motion logo
Staffing In Motion Human Resources, Staffing & Recruiting Small startup https://www.staffinginmotion.net/
2 - 10 Employees
See all jobs

Job description

Firm: Large global portfolio management firm with over 200 billion in assets under
management. Each client would have a separately managed portfolio based on their risk
tolerance, asset allocation and securities preferences. Fee based platform that offers global
portfolio management solutions.
 
 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 or more to invest. There is absolutely no cold calling/prospecting in this role and the firm
prefers that you just focus on closing the client leads that the firm provides.
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 base salary to start + uncapped commission, with average total
compensation of $300,000 to $500,000  and top producers earning $1 million plus. 
 
Compensation includes a base salary + uncapped commission. Salary starts at $100,000 and
gradually declines to $0. However, at that point commission increases substantially as you will
receive commission on any new sale for a number of years to come.
 
Benefits: 100% coverage on all health/medical, dental & vision care for you and any dependents
and 401k matching
 
Requirements: 7+ years & experience working as an Investment Advisor or External Wholesaler or
similar role & a strong track record of success in sales and bringing in new investment assets to
the firm.


Salary: $100,000 salary to start + uncapped commission (OTC $300k-500k and top producers earning $1 million+)

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Investment Account ManagementPortfolio ManagementCustomer Relationship ManagementRisk AversionWholesalingAsset Allocation

Other Skills

  • Sales
  • Teamwork
  • Communication
  • Problem Solving
Are you interested?

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