Associate Partner Recruiting: Inside Sales

Associate Partner Recruiting — Dialer

Compensation: Base Plus Uncapped Commissions — $60,000 to $204,000

This is the perfect job for a sales professional seeking the uncapped earning potential of a financial sales career with the security of a base salary from an established company.

Please only apply if you are serious about a career in sales. This is not a portfolio management or financial advisory role.

Who We Are

Kingsview Wealth Management is a fast-growing independent advisory partnership offering clients financial planning, investment management, tax and insurance services. Over the last few years, we've grown rapidly, serving thousands of clients while establishing a nationwide footprint. We are focused on growth and need highly motivated winners to add to our team.

Overview

Imagine working in a sales environment surrounded by successful, motivated, thoughtful, and passionate individuals committed to improving investors' lives. As a member of our advisory recruitment and business development team, you engage over the phone with Financial Advisors who work in corporate bank and regional broker-dealer environments to help them understand the benefits of affiliating with an independent fiduciary firm. This is a phone sales job. Using consultative techniques, you'll determine their goals and educate them on our services. You will be the liaison between a prospective recruit and us — enhancing both the services our new partners can offer their clients, their financial future, and our overall growth.

The Opportunity

Through hands-on experience, training, and mentoring, your personal development in the role is exponential. Surrounded by professionals, you will grow your sales skills, build relationships within the firm, and control your career path. The Business Development position is both a rewarding and engaging role. Setting a qualified walkthrough between an established Financial Advisor and our Senior Staff is a victory.

Watch your name move up the rankings as you help provide us with a chance to better a prospective client's future. This is a commission-driven position with a base salary. Our structure is the perfect mix that comes from the comfort of guaranteed income with the possibility that accompanies uncapped, performance-based commission.

Simply put: You set your career path and control your success.

Your Qualifications

No prior sales experience or industry knowledge required.

Successful Business Development staff demonstrate the following:

• You've set and accomplished goals in the past, personal or professional.
• A desire to be the first impression and advocate of our brand.
• An activist to promote our unique way of looking at the finance industry.
• The ability to educate potential partners on the benefits of our unique approach.
• A commitment to achieving results while instilling trust.
• You're excited for an experience selling.

Why Kingsview Wealth Management

Kingsview is a different kind of firm and we're proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to creative perspectives on financial planning, it's the people that make the Kingsview purpose possible. After all, it's our people that allow us to offer the level of service that we do. We are proud to offer:

• Competitive Base Salary
• Uncapped Commissions
• Retirement and Healthcare Benefits
• Automatic Paid Time Off
• And much, much more

Our emphasis on personal and professional growth has yielded an amazing work environment, but in the end, it's not the perks that keep people here. They stay because they believe in our mission of service — our team wants to make a difference in an industry that can do better.

Responsibilities

• Place 150 outbound calls per day to targeted financial advisor prospects.
• Enter detailed notes on every call in the CRM, ensuring complete and accurate data capture.
• Convert calls into qualified walkthroughs and log them appropriately in the CRM for tracking.
• Conduct timely follow-ups on interested prospects, ensuring no opportunity falls through the cracks.
• Work closely with the Sales Floor Manager and senior recruiters to refine calling strategies and messaging.
• Make sure templated communications are sent at appropriate pipeline stages.
• Represent Kingsview with professionalism and persistence on every interaction.

Performance Metrics

• Primary performance indicator is qualified, completed walkthroughs booked and held per week. No-shows don't count.
• Minimum expectation of 150 calls logged with notes in the CRM per day.
• Baseline target of 2 qualified walkthroughs per week; strong performers average 3 or more.
• Walkthroughs are measured not just by volume but by conversion to booked, qualified, completed appointments.

Compensation

Your compensation is simple and rewarding, and it comes down to the one thing you own: booking qualified, completed walkthroughs.

Base Salary — $60,000, flat. Guaranteed and paid semi-monthly. No tiers to climb — it's just your base.

Per Walkthrough — $500 each. For every qualified, completed walkthrough you book and hold. No-shows don't count.

Hit two a week and your pay doubles. Average two walkthroughs per week over the year (96 total) and every walkthrough you set that year retroactively earns another $500 — bringing you to $1,000 per walkthrough.

What You Can Earn

Ramping up Period - 1 Meetings Per week = $84,000 in total pay

On Target - 2 Meetings Per Week = $156,000 in total pay

Top Performer - 3 Mettings Per Week = $204,000 in total pay

The more you book, the more you make. It's that direct.

Work Year

• 48 total working weeks per year.
• The last two weeks of August and December are automatic paid time off (PTO).

Logistics

Job Type: Full-time

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

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

Salary : $60,000 - $204,000