Tampa, United States | Posted on 07/22/2025
Salary $100,000 salary to start + uncapped commission (OTC $250,000-$350,000 & top producers at 500k+)
City Tampa
State/Province Florida
Country United States
Job Description
Firm: Large PortfolioManagement firm with over $200 billion in assets under management
This is an inside sales role with anInvestment firm and the primary responsibilities are calling high-net-worthleads that the firm provides, scheduling video meetings with prospectiveclients for the purpose of gathering new assets (clients for the firm). Thefirm actively markets their services via direct mail, internet and othermediums. The firm receives thousands of pre-qualified responses from interestedinvestors who are willing to invest a minimum of 500k. There is no coldcalling/prospecting with this role and the firm prefers that you just focus onclosing the leads provided.
The firm provides all lead flow andcomprehensive sales support. A dedicated portfolio management and service teamare the ones responsible for the transition and retention of clientrelationships.
How do the leads the firm provides work?Client actively markets their services via direct mail, internet, and othermediums. The firm receives thousands of pre-qualified responses that aredistributed to the Sales force.
How much new business is from the leadsprovided by Client versus from cold calling? Sales People do not cold-call. Allleads are provided internally in response to firm marketing and clientreferrals.
Compensation:
$100,000 base salary to start, thateventually declines to $0 + uncapped commission. Average total compensation250-300k and top producers earning 400k+.
Benefits: 100% coverage on allhealth/medical, dental and vision care for you and your dependents & 50%401k matching
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Firm: Large PortfolioManagement firm with over $200 billion in assets under management
This is an inside sales role with anInvestment firm and the primary responsibilities are calling high-net-worthleads that the firm provides, scheduling video meetings with prospectiveclients for the purpose of gathering new assets (clients for the firm). Thefirm actively markets their services via direct mail, internet and othermediums. The firm receives thousands of pre-qualified responses from interestedinvestors who are willing to invest a minimum of 500k. There is no coldcalling/prospecting with this role and the firm prefers that you just focus onclosing the leads provided.
The firm provides all lead flow andcomprehensive sales support. A dedicated portfolio management and service teamare the ones responsible for the transition and retention of clientrelationships.
How do the leads the firm provides work?Client actively markets their services via direct mail, internet, and othermediums. The firm receives thousands of pre-qualified responses that aredistributed to the Sales force.
How much new business is from the leadsprovided by Client versus from cold calling? Sales People do not cold-call. Allleads are provided internally in response to firm marketing and clientreferrals.
Compensation:
$100,000 base salary to start, thateventually declines to $0 + uncapped commission. Average total compensation250-300k and top producers earning 400k+.
Benefits: 100% coverage on allhealth/medical, dental and vision care for you and your dependents & 50%401k matching
#J-18808-Ljbffr