Overview

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