Courtney Raymond Consultants Ponte Vedra , FL 32004
Work an established leads program as well as has having access to a large marketing database.
Our client is a respected RIA that is experiencing growth year over year. They have superior product and run a well-rounded fee-only model that is combined with sophisticated estate planning and insurance service offerings.
There are two warm lead programs in place, so working those warm leads will be a large portion of your role.
Our client will provide generous payouts, and a monthly salary to get you up and running. This is a solid long-term opportunity for the right individual that knows how to sell and is excited about working with warm marketing leads.
1+ years of experience working in a consultative fee-based selling environment (wires, banks,
independents, or discounts)
A full understanding of wealth and insurance planning
Active Series 65
Previous experience working with HNW clients
A proven track record of closing sales
If you are interested, please send a resume in Word format