Associate Partner Recruiting

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.

The Job Description:

Associate Partner Recruiting - Dialer

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 meetings 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 (and completed) meetings originated per week. No shows don't count.
• Minimum expectation of 150 calls logged with notes in the CRM per day.
• Strong performers can average 3–5 meetings per week, with a baseline target of 2 per week.
• (Minimum performance standards are outlined below for each compensation tier)
• Calls are measured not just by volume but by conversion to booked, qualified, completed appointments.

Base Salary Compensation & Performance Requirements

• Training Ramp Up Period
• Months 0-6
• Base Salary (Tier 1): $50,000
• Performance Standard - 10 Meetings Per Quarter
• Months 7-12
• Base Salary (Tier 2): $65,000
• Performance Standard - 15 Meetings Per Quarter
• Post Training Period
• Year 2
• Base Salary (Tier 3): $80,000
• Performance Standard - 20 Meetings Per Quarter

Performance Tier Adjustment Clause

If a Partner Recruiting Associate fails to meet the stated quarterly performance standard, the firm reserves the right to adjust the associate’s base salary to a lower compensation tier until performance standards are met and sustained.

Performance Compensation Plan

• Per Walkthrough Meeting: $300 each
• Per F2F (Face-to-Face) Meeting: $100 each
• Per HOV (Home Office Visit): $500 each
• Per Contract Signed: $500 each

Annual Bonus Trigger

To qualify for the annual performance bonus, a Dialer must average at least 2 qualified meetings per week over the 48 working weeks in the year.

If this threshold is met:

• Retroactive Meeting Bonus: Earn an additional $200 per Walkthrough meeting, retroactively applied to all meetings set that year.
• Deal Participation Bonus: Earn 0.25% of T-12 revenue on all deals originated in that same year.

If the 2-meeting weekly average is not met, only the following payouts apply:

• $300 per meeting
• One-time F2F, HOV, and Contract bonuses

Work Year

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

Overview:

Imagine working in a sales environment surrounded by successful, motivated, thoughtful, and passionate individuals committed to improving investor's lives. As a member of our advisory recruitment and business development team, you engage over the phone with Financial Advisors that 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 an appointment 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 for senior staff.

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.
• 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.

• Escalating Base Salary
• Uncapped Commissions
• Retirement and Healthcare Benefits
• 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.

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