Virtual Relationship Manager

We are a fast-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: 1. Lead Generation & Prospecting: ○ Identify and generate new leads through various channels (cold calling, networking, referrals). ○ Build a pipeline of prospective clients interested in wealth management services. 2. Meeting Scheduling: ○ Set up meetings with qualified prospects to pitch the company’s offerings. 3. Sales Target Achievement: ○ Drive sales to achieve an annual revenue target through new client acquisitions. ○ Meet monthly revenue targets based on the overall goal. Requirements Minimum 1 year of experience in hardcore sales, preferably in financial services or telesales. Excellent communication, negotiation, and persuasion skills. Target-driven mindset with a hunger for achieving and exceeding sales goals. Ability to thrive in a fast-paced, high-pressure sales environment. Benefits Competitive salary + attractive performance-based incentives