This is the perfect job for a recent college graduate seeking the uncapped earning potential of a financial sales career with the security of a base salary from an established company.
Please only apply if you are serious about a career in sales. This is not a portfolio management or financial advisory role.
Who We Are:
Kingsview Wealth Management is a fast growing independent advisory partnership offering clients financial planning, investment management, tax and insurance services. Over the last few years, we've grown rapidly, serving thousands of clients while establishing a nationwide footprint. We are focused on growth and need highly motivated winners to add to our team.
Overview:
Imagine working in a sales environment surrounded by successful, motivated, thoughtful, and passionate individuals committed to improving investor's lives. As a member of our advisory recruitment and business development team, you engage over the phone with Financial Advisors that work in corporate banking environments to help them understand the benefits of affiliating with an independent firm. This is a phone sales job. Using consultative techniques, you’ll determine their goals and educate them on our services. You will be the liaison between a prospective recruit and us - enhancing both the services our new partners can offer their clients, their financial future and our overall growth.
The Opportunity:
Through hands-on experience, training, and mentoring, your personal development in the role is exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm, and control your career path. The Business Development position is both a rewarding and engaging role. Setting an appointment between an established Financial Advisor and our Senior Staff is a victory.
Watch your name move up the rankings as you help provide us with a chance to better a prospective client’s future. This is a commission-driven position with a base salary. Our structure is the perfect mix that comes from the comfort of guaranteed income with the possibility that accompanies uncapped, performance-based commission for senior staff.
Simply put: You set your career path and control your success
Your Qualifications:
- No prior sales experience or industry knowledge required
- Successful Business Development staff demonstrate the following:
- You've set and accomplished goals in the past, personal or professional.
- A desire to be the first impression and advocate of our brand.
- An activist to promote our unique way of looking at the finance industry.
- Educate potential partners on the benefits of our unique approach.
- A commitment to achieving results while instilling trust.
- You're excited for an experience selling.
The Day-to-Day:
- You will communicate Kingsview's value proposition to Financial Advisors to arrange meetings..
- You will build sales skills while deepening your understanding of the financial services industry.
- You will be at the intersection of driving firm growth, controlling your career trajectory, and bettering potential clients’ financial well-being.
- You will be rewarded through competing in a meritocracy and vibrant atmosphere with like-minded peers.
- You will develop skills that allow you to succeed at future opportunities within the firm.
- Some travel may be required
Why Kingsview Wealth Management:
Kingsview is a different kind of firm and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to creative perspectives on financial planning, it’s the people that make the Kingsview purpose possible. After all, it’s our people that allow us to offer the level of service that we do. We are proud to offer.
- Retirement and Healthcare Benefits
Our emphasis on personal and professional growth has yielded an amazing work environment, but in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our team wants to make a difference in an industry that can do better.
Job Type: Full-time
Pay: $50,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Schedule:
Supplemental pay types:
Work Location: In person