Regional Vice President of Sales
Company: Staffing In Motion
Location: Baltimore
Posted on: November 7, 2024
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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 calling/prospecting in this
role and the firm prefers that you just focus onclosing 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 $500,000and 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.
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Keywords: Staffing In Motion, Lancaster , Regional Vice President of Sales, Executive , Baltimore, Pennsylvania
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