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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
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