Vice President of Investment Sales
About The Position
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. 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. Sales People do not cold -call. All leads are provided internally in response to firm marketing and client referrals.
Responsibilities
- 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)
- Closing the leads provided
Benefits
- 100% coverage on all health/medical, dental and vision care for you and your dependents
- 50% 401k matching
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
