Regional VP Wealth Sales

Kelowna Central, Canada | Posted on 09/10/2020

Thisis a sales role with an Investment firm and the primary responsibilities are calling high-net-worth leads that the firm provides, scheduling face-to-face appointments and meeting with prospective clients for the purpose of gatheringnew assets (clients for the firm). The firm actively markets their services viadirect mail, internet and other mediums. The firm receives thousands ofpre-qualified responses from interested investors who are willing to invest aminimum of 500k.

There is no cold calling for this role and the leads that are provided, have already expressed interest in having the firm manage their investments. The firm provides all lead flow, comprehensive sales support, home office set up and travel costs. A dedicated portfolio management and service team are the ones responsible for the transition and retention of client relationships.

Thefirm provides all lead flow, comprehensive sales support, home office set-upand travel costs. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.

Howdo the leads the firm provides work? Client actively markets their services viadirect mail, internet, and other mediums. The firm receives thousands ofpre-qualified responses that are distributed to the Outside Sales force.

Howmuch new business is from the leads provided by Client versus from cold calling? Outside Sales People do not cold-call. All leads are providedinternally in response to firm marketing and client referrals.

$100,000base salary with average compensation 300-350k and top producers at 500k+. Comprehensive Benefits program.

• Comprehensive Benefits program.

• MBA or CFA level 1 completed or CIM (or willing to complete theCIM within 3 months) & licensed to sell/manage portfolios containingstocks/bonds (not just mutual funds)