Wealth Management Business Development: Inside Sales

Inside Sales Business Development role in Fairfield, CT focused on outbound prospecting and booking qualified walkthroughs with a senior team.

Responsibilities

• Speak with established financial advisors across the country every day and learn what they want for their business
• Book qualified walkthroughs with the senior team
• Learn how advisors get paid, how practices are valued, and why advisors change firms
• Sit in on follow-up conversations after your calls to see how deals come together
• Make 150 outbound calls per day to financial advisors at banks and broker-dealers
• Understand each advisor’s goals and connect them to the firm’s model
• Log detailed call notes in CRM for every interaction
• Follow up with interested advisors to prevent missed opportunities
• Collaborate with the Sales Floor Manager and senior recruiters on calling strategy and messaging
• Send the right communications at each stage of the pipeline
• In the Regional Road Team track: cover a territory and meet advisors in person over breakfast, lunch, and dinner
• Conduct in-person walkthroughs of the process and bring advisors to Kingsview Partners Wealth Management’s Connecticut headquarters for their home office visit

Requirements

• Ability to commute to Fairfield, CT 06824 (Required)
• Ability to relocate to Fairfield, CT 06824 before starting work (Required)

Technologies

• CRM

Compensation

• $60,000 - $204,000 per year
• Base salary: $60,000, guaranteed and paid twice a month
• $500 per walkthrough (for each qualified walkthrough you book that is held)
• Baseline target: 2 qualified walkthroughs/week; strong performers average 3 or more
• Example year-one outcomes:
  • 1 walkthrough/week: $84,000
  • 2 walkthroughs/week: $156,000
  • 3 walkthroughs/week: $204,000
• Projected total compensation range: $60,000.00 - $204,000.00 per year

Benefits

• 401(k)
• Health insurance
• Paid time off

Career Path

• Inside Business Development (Months 1 to 24): join the recruiting desk in Fairfield, talk with established advisors daily, and book qualified walkthroughs with the senior team
• Regional Road Team: consistently hit your walkthrough targets to earn your way onto the road team and cover a territory with in-person meetings
• Eligibility to advance: hit your numbers for 24 months to earn a seat on the regional road team

How You’re Measured

• Qualified walkthroughs booked and held each week
• No-shows do not count
• 150 calls/day with notes logged in CRM
• Baseline target: 2 qualified walkthroughs/week
• Strong performers average 3 or more walkthroughs/week