Regional Vice President of Sales

Work set-up: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 

Offer summary

Qualifications:

Minimum of 7 years' experience as an Investment Advisor or External Wholesaler., Proven success in sales and acquiring new investment assets., Strong track record in high-net-worth client engagement., Educational background in finance or related field preferred..

Key responsibilities:

  • Focus on closing pre-qualified leads of high-net-worth clients.
  • Manage relationships with clients interested in investing with the firm.
  • Work remotely, utilizing provided tools and resources.
  • Collaborate with the firm's marketing and support teams to ensure client satisfaction.

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Staffing In Motion Human Resources, Staffing & Recruiting Small startup https://www.staffinginmotion.net/
2 - 10 Employees
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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 callingprospecting 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 prequalified 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 healthmedical, 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 $300k500k and top producers earning $1 million+)

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Sales
  • Time Management
  • Teamwork
  • Communication
  • Problem Solving

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