Overview:
We are seeking a motivated and experienced Sales closer to join our team. We will be putting Wealthy Clients in front of you for the chance to close them on various products. This is Purely Commission. NO BASE PAY . Our average closer in this position makes $350k per year when they are fully trained and have been here for 5 years. Our top closers make 1mm - but they have around 10+ years experience. We will provide you with enough business to close anywhere from $150-500k of different products, and you keep what you close. There is a training period of 2 months where you will shadow a multimillionaire financial advisor to learn his process. You will get a small $4K bonus pay here to help when building your pipeline. Again, there is no base pay after month 2. You eat what you kill. Once you and him both feel confident in your ability, you are put to the test of 10 cases. If you close zero, you are cut from the job. If you can close one, you are officially on track to be a partner with us!
Products we sell:
- -Insurance
- -Investments
- Tax Strategies
Duties:
Account Executive - Manages Advisor Partner Relationships
- Details:
- Builds relationship with clients
- High Ticket Closing with our Clients
- Guides New Clients Through the Sales Cycle - Connecting them with advisors
- Follows up missed Factfinders/Plan Presentations
- Maintains relationship with Advisor Partner clients**
- Prospects with Advisor Partner clients**
- Maintains Advisor Partner’s Open Case Inventory documents -
- Meets weekly with Advisor Partners to update OCI, address headwinds, and capitalize on opportunities
- Ensure that Advisor Partners have the resources they need to be successful -
- This one is subjective.. essentially it means that the Account Executive needs to be willing to take initiative to ensure that the Advisor Partner can close cases
- Report key metrics to management on a weekly basis**
- Pay Structure:
- Commission of the cases we put in front of you (depending on experience)
Job Type: Full-time
Pay: $130,000.00 - $500,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Supplemental Pay:
- Bonus opportunities
- Commission pay
- Performance bonus
Location:
Work Location: Remote