VP Private Client Group - Michigan

CNI Consulting Inc.; Detroit (MI); À distance; USD 300 000 - 350 000; Plein temps

Avantages offerts par ce poste

Full medical/dental/vision

Expense account covered

Uncapped commissions

Family support programs

Résumé du poste

CNI Consulting Inc. seeks a Regional Vice President of Sales to drive new private client business for high-net-worth prospects in a local Detroit-area territory. You will work remotely from home with an expense account covering home office and travel costs, including equipment.

A dedicated internal team will support marketing and client service efforts. The role emphasizes lead conversion, high-volume outreach, and face-to-face meetings while earning a base salary of $100,000 with uncapped

Qualifications

• 5 to 7 years or more selling to stock market investors in finance.
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7 and 66, OR equivalent.
• Extensive experience bringing in new investor business and high-volume calling and meetings.
• Record of six-figure earnings in each of the past 3 years (production-based).
• Base salary $100,000 to start with uncapped commissions; total comp $300,000–$350,000 on average; top producers $1M+.
• 100% paid medical, dental, and vision premiums for you and dependents.
• 50% 401(k) match up to IRS max.
• Family Support programs: 8 weeks Paid Primary Caregiver leave, adoption assistance, backup childcare.

Responsabilités

• Manage your business remotely from home to cover a local territory within driving distance.
• Call and close qualified high-net-worth leads interested in investing.
• Meet with prospects to assess situations and provide solutions.
• Educate prospects on the firm’s services and convert qualified consumers to clients.
• Report to the Director of Private Client Group Sales and utilize resources from sales, service, and marketing teams.

Connaissances

New client acquisition

High-net-worth prospecting

High-volume phone activity

In-person meetings

Formation

Investment Advisor Representative designation

Series 65

Series 7 + 66

Description du poste

Detroit, United States |

Our client, a highly respected fee-only portfolio managementand fiduciary firm with over $200 billion in assets under management, islooking for qualified financial professionals to join their firm as a RegionalVice President of Sales. As a Regional Vice President of Sales, you will be ina lucrative 100% sales-focused role without having to focus on servicerequirements—you will be provided qualified lead flow to eliminate coldcalling, to put our client’s high-net-worth clientele first.

ABOUT THE ROLE

• Manage your business remotely from home to cover a localterritory within driving distance, to present our client’s wealth managementsolutions to high-net-worth prospects—you will be provided an expense accountby our client, with all home office and travel expenses covered, which includesa computer, phone, scanner, printer, and any other essential expenses needed
• Call and close qualified leads of high-net-worth prospectsthat have expressed interest in investing with our client, who have assets of$500k or more to invest
• Meet with prospects to evaluate their personal situation andprovide solutions, as well as educate prospective clients on the firm’sservices
• Assist qualified consumers to become the firm’s clients—youwill be supported by an internal dedicated portfolio management and serviceteam in-office, comprised of sales support, client service, and marketing team,which actively markets their services via direct mail, internet, televisionadvertisements, and other mediums to receive pre-qualified responses frominterested investors who want to discuss moving over their investmentportfolios
• Report to the Director of Private Client Group Sales, whowill provide the required resources you need to be successful within the salesprocess

Requirements

• 5 to 7 years or more of selling to stock market investorswithin the financial industry
• Current Investment Advisor Representative designation, ORSeries 65, OR a combination of FINRA Series 7 and Series 66, OR qualifyingfinancial professional designations or equivalents
• Extensive experience with bringing in new investor business,high-volume phone activity, and in-person meetings, working as an investmentadvisor or external wholesaler with a strong track record of success in salesand bringing in new investment assets
• Record of six-figure earnings in each of the past 3 years(pay for production compensation model)
• Commission/variable pay-based position--$100,000 base salaryto start with a gradual step-down decline to $0, plus uncapped commission thatwill increase substantially with commissions on any new sale for years to come;compensation includes a percentage of estimated first year’s management feesplus trailers for new business closed, with an average total compensation of$300,000 to $350,000, and top producers earning $1 million or more
• 100% paid medical, dental, and vision premiums for you andqualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• Family Support programs, including 8 weeks Paid PrimaryCaregiver leave, adoption assistance, and back-up childcare

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER