Financial Investment Sales Executive

HireRight Global; San Francisco (CA); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Comprehensive training program

Outstanding sales support

Competitive compensation package

Expenses paid for travel

Job summary

A leading national/international asset management firm is seeking a Financial Investment Sales Executive to present investment opportunities and financial services to high-income clients in San Francisco. The ideal candidate has 7-20 years of proven sales experience, preferably with affluent clientele. This full-time position offers a competitive compensation package ranging from $175,000 to $250,000 plus commission, along with a comprehensive training program and mentorship.

Qualifications

• 7–20 years of proven sales experience.
• Experience selling to affluent or high-income clients is preferred.
• Backgrounds in wealth management, banking, or investments is a plus.

Responsibilities

• Present investment opportunities and financial services to high-income clients.
• Build and maintain relationships with affluent clientele.
• Achieve sales targets and contribute to the firm's growth.

Skills

Proven sales experience

Client relationship management

Wealth management expertise

Job description

A leading national/international asset management firm is seeking a Financial Investment Sales Executive to present investment opportunities and financial services to high-income clients in the San Francisco Bay Area.

Who We’re Looking For:

• Successful sales executives with 7–20 years of proven sales experience.
• Backgrounds in wealth management, banking, investments, medical capital and devices, or business software will be considered.
• Experience selling to affluent or high-income clients is strongly preferred.

What We Offer:

• Comprehensive 6-week classroom training program, followed by mentorship.
• Outstanding sales support to help you succeed.
• Competitive compensation package: base salary plus commission.
• Travel approximately 10%, all expenses paid.
• This is a unique opportunity for a motivated sales professional to grow their career with a prestigious asset management firm while working with an affluent clientele.

Base Salary $175,000 - $250,000 + commission

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development

Industries

Staffing and Recruiting