Inside VP Wealth Sales

Bay Street Staffing

2d•$100,000 - $400,000

About The Position

This is an inside sales role with a large portfolio management firm. The primary responsibilities are calling high-net-worth client leads that the firm provides, booking video meetings with prospective clients, with the goal 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 for this role and the leads that are provided, have already expressed interest in investing with this firm. 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 Inside Sales force. How much new business is from the leads provided by Client versus from cold calling? Inside Sales People do not cold-call. All leads are provided internally in response to firm marketing and client referrals.