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Regional Vice President of Investment Sales

Staffing In Motion

West Warwick (RI)

Remote

USD 100,000

6 days ago

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An established industry player is seeking a motivated Investment Advisor for a home-based outside sales role. This position focuses on closing leads from high net worth clients who are eager to invest. With a robust support team and comprehensive marketing strategies, you will have the opportunity to significantly increase your earnings through uncapped commissions. Enjoy the benefits of a fully covered home office setup and generous health care coverage. If you have a strong sales background and a passion for financial services, this role offers a rewarding career path with substantial earning potential.

100% health coverage

401k matching

Expense account for travel

Covered home office expenses

7 years experience as an Investment Advisor or similar role.
Strong track record of success in sales and bringing in new assets.

Close leads of high net worth clients interested in investing.
Focus on client leads provided by the firm without cold calling.

Change Management

Financial Services

Sales Experience

Negotiation

Leadership Experience

Analytics

Firm : Large global portfolio management firm with over 250 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 or 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 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 and 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, External Wholesaler, or similar role & a strong track record of success in sales and bringing in new investment assets to the firm.

Key Skills: Change Management, Financial Services, Growing Experience, Managed Care, Management Experience, Analysis Skills, Senior Leadership, Performance Management, Process Management, Leadership Experience, Negotiation, Analytics.

Employment Type : Full Time

Experience : 7 years

Vacancy : 1

Monthly Salary : $1 - $100,000

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