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A leading financial firm is seeking a motivated outside sales professional to close leads with high net worth clients. This home-based position offers a competitive starting salary of $100,000 and an uncapped commission structure, enabling top producers to earn over $1 million. The firm covers all home office expenses and provides comprehensive health benefits.
New Orleans, United States | Posted on 06/19/2025
Firm: Large global portfolio management firm managing over $200 billion in assets. Each client has a personalized portfolio based on their risk tolerance, asset allocation, and securities preferences. The firm offers a fee-based platform with global portfolio management solutions.
Role: This is a home-based outside sales position focused on closing leads of high net worth clients interested in investing with the firm, with investments of $500k or more. There is no cold calling or prospecting; the firm provides pre-qualified leads for you to close.
A dedicated team handles client transition and retention. The firm markets through direct mail, internet, TV advertising, and other channels, generating interested investors ready to discuss portfolio transfers.
Home Office: The firm covers all home office expenses, including computer, phone, scanner, printer, and travel expenses, with an expense account provided.
Compensation: Starting at $100,000 base salary plus uncapped commission. Average total compensation ranges from $300,000 to $500,000, with top producers earning over $1 million.
Note: The base salary decreases to $0 over time, but commission increases significantly, allowing ongoing earnings from initial sales for years.
Benefits: 100% coverage for health, medical, dental, and vision for you and dependents, plus 401(k) matching.
Requirements: Over 7 years of experience as an Investment Advisor, External Wholesaler, or similar role, with a strong track record of sales success and bringing in new investment assets.