Firm: Large Portfolio Management firm with over $200 billion in assets under management
This is an inside sales role with an Investment firm and the primary responsibilities are calling high-net-worth leads that the firm provides, scheduling video meetings with prospective clients for the purpose of gathering new assets (clients for the firm). The firm actively markets their services via direct mail, internet and other mediums. The firm receives thousands of pre-qualified responses from interested investors who are willing to invest a minimum of 500k. There is no cold calling/prospecting with this role and the firm prefers that you just focus on closing the leads provided.
The firm provides all lead flow and comprehensive sales support. A dedicated portfolio management and service team are the ones responsible for the transition and retention of client relationships.
How do the leads the firm provides work? Client actively markets their services via direct mail, internet, and other mediums. The firm receives thousands of pre-qualified responses that are distributed to the Sales force.
How much new business is from the leads provided by Client versus from cold calling? Sales People do not cold-call. All leads are provided internally in response to firm marketing and client referrals.
Compensation:
$100,000 base salary to start, that eventually declines to $0 + uncapped commission. Average total compensation 250-300k and top producers earning 400k+.
Benefits: 100% coverage on all health/medical, dental and vision care for you and your dependents & 50% 401k matching
Seniority level
Executive
Employment type
Full-time
Job function
Sales
Industries
Financial Services
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