We are a rapid-growing wealth management company seeking highly driven Virtual Relationship
Managers (VRMs) for a hardcore sales role. This is a target-based position requiring candidates to generate new leads, schedule client meetings, and drive sales to achieve annual revenue goals. The VRM will also focus on building and maintaining long-term relationships with clients to enhance customer satisfaction and retention.
Key Responsibilities:
- Lead Generation & Prospecting:
â Identify and generate new leads through various channels (cold calling,
networking, referrals).
â Build a pipeline of prospective clients interested in wealth management services.
2.
Meeting
Scheduling
â Set up meetings with qualified prospects to pitch the company’s offerings.
3.
Sales Target
Achievement
â Drive sales to achieve an annual revenue target through new client acquisitions.
â Meet monthly revenue targets based on the overall goal.
Requirements
â Minimum 1 year of experience in hardcore sales, preferably in financial services or telesales.
â Excellent communication, negotiation, and persuasion skills.
â Target-driven mindset with a hunger for achieving and exceeding sales goals.
â Ability to thrive in a fast-paced, high-pressure sales environment.