Wealth Management Business Development: Inside Sales

Wealth Management Business Development and Recruiting

Fairfield, CT | Full-time | In person
Year one pay: $60,000 base plus uncapped commissions ($84,000 to $204,000+)

Your Career Starts Here

Most entry-level sales jobs hand you a phone and a quota and that's the whole story.

This one has a second chapter.

You start on the phones in our Fairfield office, learning how the wealth management industry works and how top financial advisors make career decisions. Hit your numbers for 24 months and you become eligible to earn a seat on our regional road team: covering a territory, meeting advisors face to face over breakfast, lunch, and dinner, and walking them through what it looks like to build their business at Kingsview.

No industry experience required. We teach you the business. You bring the drive.

Who We Are

Kingsview Wealth Management is one of the fastest-growing independent fiduciary firms in the country, with $14B+ in assets, 100+ advisors, and 64+ offices nationwide. We help advisors leave big banks and regional broker-dealers to build their advisory practices as partners, with financial planning, investment management, tax, and insurance under one roof.

Every advisor who has joined Kingsview started with a phone call from someone on our recruiting team.

That call could be yours.

Your Career Path

Stage 1: Inside Business Development (Months 1 to 24)

You join our recruiting desk in Fairfield and talk with established financial advisors across the country every day. Many of them manage hundreds of millions of dollars. Your job is to learn what they want for their business and book a qualified walkthrough with our senior team.

• Learn how advisors get paid, how their practices are valued, and why they move firms
• Sit in on the conversations that follow your calls and see how deals come together
• Get daily coaching from our Sales Floor Manager and senior recruiters
• Build a sales skill set that pays off for the rest of your career: prospecting, qualifying, handling objections, and closing for the next step

Stage 2: Regional Road Team

Consistently hit your walkthrough targets and you earn your way onto the road team. You'll cover a territory, meet advisors in person over breakfast, lunch, and dinner, walk them through our process, and bring them to our Connecticut headquarters for their home office visit. You'll be the person advisors trust as they make one of the biggest decisions of their careers.

If you graduate to the road team, the numbers get much bigger. Send your resume to learn more.

What You'll Do on the Phones

• Make 150 outbound calls a day to financial advisors at banks and broker-dealers
• Learn each advisor's goals and show them how our model can help
• Book qualified walkthroughs between advisors and our senior team
• Log detailed notes on every call in our CRM
• Follow up with interested advisors so no opportunity slips
• Work with the Sales Floor Manager and senior recruiters to sharpen your calling strategy and messaging
• Send the right communications at each stage of the pipeline

How You're Measured

One number matters: qualified walkthroughs booked and held each week. No-shows don't count.

• 150 calls a day, logged with notes
• Baseline target: 2 qualified walkthroughs a week
• Strong performers average 3 or more

How You Get Paid

You get paid for the one thing you own: booking walkthroughs that happen.

• Base salary: $60,000. Guaranteed, paid twice a month.
• $500 per walkthrough. Every qualified walkthrough you book that is held.
• Hit two a week and your commission doubles. Average two a week over the year (96 total) and every walkthrough you booked that year earns another $500, bringing you to $1,000 each.

What that looks like in year one:

• Ramping up, 1 walkthrough a week: $84,000
• On target, 2 walkthroughs a week: $156,000
• Top performer, 3 walkthroughs a week: $204,000

No cap. No ceiling. The more you book, the more you make.

Who Wins Here

• You've set big goals and crushed them, at work, in sports, in school, wherever
• You like talking to people and "no" doesn't slow you down
• You're competitive and you want to see your name at the top of the board
• You're coachable and you want to get better every week
• You want a career, not just a job

Job Type: Full-time

Projected Total Compensation: $60,000.00 - $204,000.00 per year

Benefits:

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

Ability to Commute:

• Fairfield, CT 06824 (Required)

Ability to Relocate:

• Fairfield, CT 06824: Relocate before starting work (Required)

Work Location: In person