Wealth Advisor Sales Jobs

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Kingsview Partners Wealth Management Fairfield, CT

Fairfield, CT

Today

$60k - $204k/yr Full time Marketing Application Support Asset & Wealth Management

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

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

$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

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

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