Sales Representative (SR) Business Development & Client Relations
Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Lake Mary, Florida (Hybrid, Field & Remote Opportunities Available)
Position Type: Full-Time
Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Department: Sales & Business Development
Reports To: Account Executive / Senior Account Executive / Director of Sales Executive Leadership & Revenue Growth
Compensation: Competitive Base Salary + Commission Opportunities + Performance Bonuses + Career Growth Opportunities
Build Relationships. Develop Opportunities. Grow With Chrysolite IMC.
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking motivated and professional Sales Representatives (SR) Business Development & Client Relations team members to support the continued growth of our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions.
This position is ideal for individuals who enjoy communicating with people, building professional relationships, identifying business opportunities, and developing valuable sales and client service skills.
The Sales Representative will support client acquisition efforts by engaging prospective clients, generating qualified leads, scheduling appointments, maintaining client communication, and supporting the Company's overall growth objectives.
Position Summary
The Sales Representative (SR) is an entry-to-mid-level business development role responsible for generating new opportunities, assisting with client acquisition, maintaining prospect relationships, and supporting sales growth initiatives.
This position provides an opportunity to develop expertise in consultative selling, relationship management, investment solutions, and professional business development.
The successful candidate will work closely with Account Executives, Senior Account Executives, Senior Asset Managers, and Executive Leadership to support the Company's Private Wealth Management and Commercial Real Estate growth strategies.
Primary Responsibilities
Business Development Activities
Conduct daily prospect outreach through phone calls, email, networking, referrals, and market research.
Identify potential business owners, investors, professionals, and prospective clients.
Generate qualified leads and schedule introductory appointments.
Maintain organized prospect lists and activity records.
Assist senior sales team members with pipeline development.
Participate in sales campaigns and business development initiatives.
Client Relations Responsibilities
Communicate professionally with prospective and existing clients.
Build positive relationships through consistent follow-up.
Assist clients with general questions regarding Company services.
Maintain accurate notes regarding client conversations and next steps.
Support client onboarding and relationship management activities.
Deliver a professional customer experience aligned with Company standards.
Sales Activities
Sales Representatives will participate in:
B2B prospecting
Lead generation
Appointment setting
Client follow-up
Market research
Networking activities
Referral outreach
Sales campaigns
CRM updates
Client communication
Business development support
Daily Responsibilities
Typical activities may include:
Reviewing assigned leads and opportunities.
Completing scheduled prospect outreach.
Updating CRM records.
Following up with prospective clients.
Scheduling appointments for sales leadership.
Preparing activity reports.
Participating in team meetings and training sessions.
Qualifications
Required Qualifications
High school diploma or equivalent required.
Strong communication and interpersonal skills.
Professional phone etiquette and written communication skills.
Ability to learn financial services, investment concepts, and business solutions.
Strong work ethic and willingness to learn.
Ability to organize activities and complete follow-up tasks.
Basic computer skills, including email, Microsoft Office, and CRM platforms.
Preferred Qualifications
Previous sales, customer service, retail, hospitality, or business development experience.
Experience with outbound calling or appointment setting.
Interest in financial services, investing, commercial real estate, or entrepreneurship.
Experience building professional relationships.
Desire for career advancement in sales and leadership.
Core Competencies
Competency
Description
Communication
Ability to communicate clearly and professionally
Relationship Building
Ability to create positive connections with prospects and clients
Accountability
Commitment to completing assigned activities and goals
Organization
Ability to manage tasks, follow-ups, and documentation
Learning Ability
Willingness to learn products, services, and sales methods
Persistence
Ability to maintain consistent business development efforts
Professionalism
Represents Chrysolite IMC with integrity and confidence
Performance Expectations (KPIs)
Sales Representatives are expected to:
Performance Area
Expectations
Prospect Outreach
Complete assigned daily prospecting activities
Lead Generation
Identify and develop qualified opportunities
Appointment Setting
Schedule qualified client conversations
CRM Compliance
Maintain accurate activity documentation
Follow-Up
Complete required prospect communication
Training
Successfully complete Company training programs
Client Service
Maintain professional communication standards
Performance objectives are established by management based on business needs, territory assignments, and individual development level.
Compensation & Incentive Opportunities
Chrysolite IMC provides a performance-oriented compensation structure that may include:
Competitive base compensation
Commission opportunities
Appointment-setting incentives
Sales performance bonuses
Recognition programs
Professional development opportunities
Career advancement opportunities
Compensation details will be discussed during the interview process and documented in the applicable employment agreement and compensation plan.
Benefits
Eligible employees may have access to benefits including:
Medical, dental, and vision benefits
Paid holidays and time off
Retirement savings opportunities
Professional training programs
Sales development programs
Leadership advancement opportunities
Employee recognition initiatives
Benefits are subject to Company policies and applicable eligibility requirements.
Training & Professional Development
Sales Representatives receive training in:
Chrysolite IMC products and services
Private Wealth Management fundamentals
Commercial Real Estate investment fundamentals
Business development principles
Sales communication skills
Prospecting techniques
CRM procedures
Client relationship management
Professional presentation standards
Career Advancement Opportunities
Chrysolite IMC provides a structured career path for high-performing professionals:
Sales Representative (SR)
Account Executive (AE)
Senior Account Executive (SAE)
Major Account Executive (MAE)
Senior Asset Manager I
Senior Asset Manager II
Director of Sales Executive Leadership & Revenue Growth
Why Join Chrysolite IMC?
At Chrysolite Investment Management Corporation, we believe professional success begins with strong relationships, continuous learning, discipline, and a commitment to serving clients.
This position provides an opportunity to develop valuable sales, business development, and client relationship skills while building a long-term career within the Private Wealth Management and Commercial Real Estate investment industries.
Hiring Process
Qualified candidates may participate in:
Resume review
Initial phone interview
Virtual Zoom interview
Communication and sales assessment (when applicable)
Completion of employment documentation
New hire onboarding and training
Apply Today
If you are motivated, professional, and interested in building a career in business development, client relations, Private Wealth Management, and Commercial Real Estate Investing, we invite you to apply for the Sales Representative (SR) Business Development & Client Relations opportunity. Please forward cover letter & resume to: for review and consideration.
Chrysolite Investment Management Corporation is an Equal Opportunity Employer. Employment decisions are based on qualifications, experience, merit, business needs, and applicable federal, state, and local laws.