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Vice President of Regional Sales
2 months ago
Company Overview: A prominent global investment management firm with a substantial portfolio exceeding $200 billion in assets under management. Each client benefits from a customized investment strategy tailored to their individual risk appetite, asset distribution, and security preferences. The firm operates on a fee-based model, providing comprehensive global investment management solutions.
Position Overview: This role is designed for a home-based sales professional, concentrating on converting leads from high-net-worth individuals who have already shown interest in investing. Candidates should be prepared to engage with clients possessing a minimum of $500,000 to invest. There is no requirement for cold calling or prospecting, as the firm provides pre-qualified leads for you to pursue.
Support Structure: A dedicated team specializing in portfolio management and client services will assist in the transition and ongoing retention of client relationships.
Marketing Strategy: The firm employs various marketing channels, including direct mail, online advertising, and television campaigns, to attract interested investors. This approach generates pre-qualified inquiries from potential clients eager to discuss their investment portfolios.
Home Office Provisions: The firm covers all expenses related to your home office setup, including computer equipment, phone, scanner, and printer. Additionally, all travel expenses are reimbursed, and an expense account is provided.
Compensation Structure: The starting base salary is $100,000, complemented by an uncapped commission structure. Average total compensation ranges from $300,000 to $500,000, with top performers exceeding $1 million. The compensation package includes a base salary that gradually transitions to a commission-based structure, rewarding sales success over time.
Benefits: Comprehensive health, dental, and vision coverage for you and your dependents, along with 401k matching, are included in the benefits package.
Qualifications: Candidates should possess a minimum of 7 years of experience as an Investment Advisor, External Wholesaler, or in a comparable role, demonstrating a strong sales record and success in acquiring new investment assets for the firm.