VP, Investment Sales (Inside) — High-Net-Worth Leads

Staffing In Motion; Plano (TX); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

100% coverage on health/medical, dental, and vision care

50% 401k matching

Job summary

A leading investment firm in Plano, Texas, is looking for a skilled inside sales representative to manage high-net-worth leads and schedule video meetings with prospective clients. Responsible for converting leads provided by the firm into clients, this role offers a competitive $100,000 base salary plus uncapped commission, allowing top producers to earn significantly more. Employees enjoy comprehensive benefits including medical coverage and 401k matching.

Qualifications

• Strong sales ability, particularly in handling high-net-worth leads.
• Experience with direct sales and client relationship management.
• Ability to communicate effectively and close sales.

Responsibilities

• Call high-net-worth leads provided by the firm.
• Schedule meetings with prospective clients to gather new assets.
• Focus on closing leads without prospecting.

Job description

A leading investment firm in Plano, Texas, is looking for a skilled inside sales representative to manage high-net-worth leads and schedule video meetings with prospective clients. Responsible for converting leads provided by the firm into clients, this role offers a competitive $100,000 base salary plus uncapped commission, allowing top producers to earn significantly more. Employees enjoy comprehensive benefits including medical coverage and 401k matching.