Virtual Relationship Manager
Posted Updated
Description
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