Career Opportunities
Sales Representative (SR) | Business Development & Client Relations
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: info@chrysoliteimcorp.com 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.
Career Oppotunities
Account Executive (AE) | Business Development & Client Acquisition
Account Executive (AE) | Business Development & Client Acquisition
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: Business Development & Client Acquisition
Reports To: Senior Account Executive / Director of Sales | Executive Leadership & Revenue Growth
Compensation: Competitive Base Salary + Uncapped Commission + Performance Bonuses + Sales Incentives + Career Advancement Opportunities
Build Relationships. Create Opportunities. Grow Your Career.
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking motivated, professional, and growth-oriented Account Executives (AE) | Business Development & Client Acquisition to join our expanding Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions.
This position is designed for individuals who enjoy building relationships, generating new business opportunities, communicating with prospective clients, and helping organizations and individuals discover strategic investment and business solutions.
The ideal candidate is a self-motivated professional who is passionate about sales, relationship management, and creating measurable business results.
Position Summary
The Account Executive (AE) is responsible for developing new client relationships, generating qualified business opportunities, conducting prospect outreach, managing sales activities, and supporting client acquisition initiatives.
This role focuses on building a strong sales pipeline through prospecting, networking, client communication, appointment setting, and consultative conversations with business owners, investors, professionals, and prospective clients.
The Account Executive works closely with Senior Account Executives, Senior Asset Managers, and Executive Leadership to support revenue growth objectives.
Primary Responsibilities
Business Development
- Identify and develop new prospective client opportunities.
- Conduct B2B prospecting through phone, email, networking, referrals, and market outreach.
- Research businesses, investors, professionals, and potential strategic partners.
- Schedule qualified appointments and discovery meetings.
- Maintain consistent follow-up with prospects.
- Build relationships with decision-makers and key contacts.
- Participate in business development campaigns and growth initiatives.
Client Acquisition
- Engage prospective clients and introduce Chrysolite IMC solutions.
- Conduct discovery conversations to understand client needs and objectives.
- Assist with presentations, proposals, and client communications.
- Coordinate follow-up activities throughout the sales process.
- Support the conversion of qualified prospects into long-term client relationships.
- Maintain accurate client and prospect information within the CRM system.
Sales Activities
Account Executives participate in:
- B2B cold calling
- Lead generation
- Appointment setting
- Prospect qualification
- Networking activities
- Referral outreach
- Client presentations
- Follow-up campaigns
- CRM management
- Market research
- Territory development
Client Relationship Responsibilities
- Deliver professional and timely communication.
- Maintain strong relationships with prospects and clients.
- Document all client interactions and next steps.
- Support client onboarding activities.
- Provide exceptional service throughout the client relationship lifecycle.
- Collaborate with internal teams to ensure a positive client experience.
Qualifications
Required Qualifications
- High school diploma required; bachelor's degree preferred.
- Sales, business development, customer service, financial services, real estate, or relationship management experience preferred.
- Strong communication and interpersonal skills.
- Professional phone and email communication skills.
- Ability to build rapport with prospective clients.
- Strong organization and follow-through.
- Ability to manage multiple opportunities and priorities.
- Comfortable using CRM systems, Microsoft Office, and digital communication tools.
Preferred Qualifications
- Previous B2B sales experience.
- Experience with appointment setting or lead generation.
- Experience in financial services, insurance, banking, real estate, or professional services.
- Experience presenting products, services, or solutions to clients.
- Existing professional network or community involvement.
Core Competencies
Skill
Description
Communication
Ability to communicate professionally with prospects and clients
Prospecting
Ability to identify and create new opportunities
Relationship Building
Ability to establish trust and credibility
Organization
Ability to manage activities and follow-up
Persistence
Ability to maintain consistent business development efforts
Problem Solving
Ability to understand needs and provide solutions
Accountability
Commitment to achieving measurable goals
Professionalism
Represents the Company with integrity and excellence
Performance Expectations (KPIs)
Account Executives are expected to:
Performance Area
Expectations
Prospecting
Consistent daily outreach activities
Appointments
Generate qualified client meetings
Pipeline Development
Maintain active opportunities
CRM Documentation
Maintain accurate records and notes
Client Follow-Up
Complete timely communication
Revenue Contribution
Support business growth objectives
Professional Development
Complete training and coaching programs
Performance expectations are established by management based on business objectives, territory opportunities, and individual development level.
Compensation & Incentive Opportunities
Chrysolite IMC offers a performance-based compensation structure that may include:
- Competitive base salary
- Uncapped commission opportunities
- New client acquisition incentives
- Appointment-setting incentives
- Revenue achievement bonuses
- Performance recognition programs
- Career advancement opportunities
- Sales training and professional coaching
Specific compensation details will be discussed during the interview process and documented in the applicable employment agreement.
Benefits
Eligible employees may receive access to benefits including:
- Medical insurance options
- Dental and vision benefits
- Paid holidays and time off
- Retirement savings opportunities
- Professional development programs
- Sales training academy
- Leadership development opportunities
- Employee recognition programs
Benefits are subject to Company policy and applicable eligibility requirements.
Training & Development
New Account Executives receive training in:
- Chrysolite IMC products and services
- Private Wealth Management fundamentals
- Commercial Real Estate investment fundamentals
- Business development strategies
- Sales communication
- Prospecting techniques
- CRM procedures
- Client relationship management
- Professional presentation skills
Why Join Chrysolite IMC?
At Chrysolite Investment Management Corporation, we believe successful organizations are built through strong relationships, disciplined execution, and professional growth.
Our Account Executives have the opportunity to develop valuable business skills, build meaningful relationships, and advance into higher-level sales and leadership positions.
Career Advancement Opportunities
Successful Account Executives may advance into:
- Senior Account Executive (SAE)
- Major Account Executive (MAE)
- Senior Asset Manager I
- Senior Asset Manager II
- Business Development Sales Manager
- Director of Sales | Executive Leadership & Revenue Growth
Hiring Process
Qualified candidates may participate in:
- Resume review
- Initial phone interview
- Virtual Zoom interview
- Sales communication assessment (when applicable)
- Business presentation assessment (when applicable)
- Reference verification
- Completion of employment documentation
Apply Today
If you are ambitious, relationship-focused, and interested in building a career in Private Wealth Management and Commercial Real Estate Investing, we invite you to apply for the Account Executive (AE) | Business Development & Client Acquisition position. Please forward cover letter & resume to: info@chrysoliteimcorp.com 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.
Career Opportunities
Senior Account Executive (SAE) | Executive Business Development & Strategic Growth
Senior Account Executive (SAE) | Executive Business Development & Strategic Growth
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: Executive Business Development & Strategic Growth
Reports To: Director of Sales | Executive Leadership & Revenue Growth
Compensation: Competitive Base Salary + Uncapped Commission + Performance Bonuses + Strategic Growth Incentives + Career Advancement Opportunities
Build Strategic Relationships. Create Growth Opportunities. Lead Revenue Expansion.
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking a highly motivated and results-driven Senior Account Executive (SAE) | Executive Business Development & Strategic Growth professional to join our growing Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions.
The Senior Account Executive role is designed for an accomplished business development professional who excels at creating relationships, identifying opportunities, conducting executive-level conversations, and developing strategic partnerships that contribute to long-term company growth.
The ideal candidate is a relationship builder who understands consultative selling, enterprise client engagement, and the importance of delivering customized solutions to business owners, investors, professionals, and high-net-worth individuals.
Position Summary
The Senior Account Executive (SAE) is responsible for driving strategic business development initiatives, managing qualified sales opportunities, expanding client relationships, and supporting revenue growth objectives.
This position focuses on developing executive-level relationships, generating new business opportunities, managing strategic accounts, and representing Chrysolite IMC's Private Wealth Management and Commercial Real Estate investment solutions.
The SAE will work closely with Executive Leadership, Senior Asset Managers, Business Development teams, and Client Relationship Managers to identify opportunities and deliver exceptional client experiences.
Primary Responsibilities
Executive Business Development
- Develop and execute strategic business development plans to expand market presence.
- Identify and engage qualified prospects, business owners, investors, and strategic partners.
- Build relationships with executive decision-makers and key stakeholders.
- Conduct discovery meetings to understand client objectives, challenges, and opportunities.
- Present Chrysolite IMC's investment management and business solutions.
- Develop strategic account plans and growth strategies.
- Create opportunities through networking, referrals, partnerships, and market outreach.
Strategic Growth Responsibilities
- Expand regional and targeted market opportunities.
- Develop relationships with professional networks and referral partners.
- Support client acquisition and revenue growth initiatives.
- Identify emerging business opportunities within Private Wealth Management and Commercial Real Estate.
- Collaborate with leadership on strategic expansion initiatives.
- Maintain awareness of market trends and competitive opportunities.
Account Management Responsibilities
- Manage assigned prospect and client relationships.
- Maintain consistent communication with key accounts.
- Coordinate client meetings, presentations, and follow-up activities.
- Maintain accurate account records within the Company's CRM system.
- Track opportunities, milestones, decision-makers, and next steps.
- Support client retention and long-term relationship development.
Business Development Activities
The Senior Account Executive will participate in:
- Executive networking
- B2B relationship development
- Strategic prospecting
- Client acquisition
- Referral partner development
- Investor relationship building
- Business presentations
- Market expansion activities
- Account growth strategies
- Client follow-up campaigns
Qualifications
Required Qualifications
- Bachelor's degree preferred in Business, Finance, Marketing, Real Estate, Management, or related field.
- Minimum 3+ years of experience in:
- Business development
- Account management
- B2B sales
- Financial services
- Commercial real estate
- Professional services
- Relationship management
- Strong communication, presentation, and negotiation skills.
- Ability to develop trusted relationships with executives and business owners.
- Strong organizational skills with the ability to manage multiple opportunities.
- Experience using CRM systems and sales reporting tools.
Preferred Qualifications
- Experience working with investors, entrepreneurs, business owners, or high-net-worth clients.
- Experience selling financial services, investment solutions, consulting services, or commercial real estate.
- Proven success managing complex sales cycles.
- Strong professional network and relationship-building abilities.
- Executive presentation experience.
Core Competencies
Successful candidates demonstrate:
Competency
Description
Strategic Thinking
Ability to identify growth opportunities and create business strategies
Relationship Management
Ability to build trusted long-term client partnerships
Consultative Selling
Ability to understand needs and provide solutions
Communication
Professional executive-level communication skills
Negotiation
Ability to develop mutually beneficial opportunities
Organization
Ability to manage accounts, tasks, and priorities
Leadership
Ability to influence and collaborate with teams
Accountability
Commitment to achieving measurable results
Performance Expectations (KPIs)
Senior Account Executives are expected to:
Performance Area
Expectations
Prospect Development
Build and maintain qualified opportunity pipeline
Client Meetings
Conduct professional discovery and strategy meetings
Business Development
Generate new relationships and opportunities
CRM Management
Maintain accurate activity and account records
Reporting
Submit required activity and performance reports
Revenue Growth
Contribute to company revenue objectives
Client Service
Deliver exceptional relationship management
Performance goals will be established based on assigned territory, market opportunity, and company objectives.
Compensation & Incentive Opportunities
Chrysolite IMC provides a performance-driven compensation structure that may include:
- Competitive base salary
- Uncapped commission opportunities
- New account acquisition incentives
- Revenue achievement bonuses
- Strategic partnership incentives
- Annual performance bonuses
- Leadership development opportunities
- Professional training and coaching
Compensation details will be reviewed during the interview process and documented within the applicable employment agreement and compensation plan.
Benefits
Eligible employees may have access to benefits including:
- Medical insurance options
- Dental and vision benefits
- Retirement savings opportunities
- Paid holidays and time off
- Mileage reimbursement for approved business travel
- Professional development programs
- Leadership training
- Career advancement opportunities
- Employee recognition programs
Benefits are provided according to Company policies and applicable eligibility requirements.
Why Join Chrysolite IMC?
Chrysolite Investment Management Corporation is focused on building long-term relationships, delivering strategic investment solutions, and creating opportunities for clients and professionals.
Our team members have the opportunity to grow within an organization focused on:
- Professional excellence
- Client-centered solutions
- Business development
- Leadership growth
- Strategic expansion
- Long-term career advancement
If you are a motivated business development professional who enjoys building relationships, creating opportunities, and contributing to organizational growth, we invite you to apply.
Hiring Process
Qualified candidates may participate in:
- Resume review
- Initial phone interview
- Virtual Zoom interview with leadership
- Business development presentation assessment (if applicable)
- Reference verification
- Completion of employment documentation
Career Advancement Opportunities
Successful Senior Account Executives may advance into:
- Major Account Executive (MAE)
- Senior Asset Manager I
- Senior Asset Manager II
- Regional Business Development Manager
- Director of Sales | Executive Leadership & Revenue Growth
Apply Today
Join Chrysolite Investment Management Corporation and become part of a team focused on strategic growth, relationship excellence, and delivering innovative Private Wealth Management and Commercial Real Estate investment solutions. Please forward cover letter & resume to: info@chrysoliteimcorp.com 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 law.
Career Opportunities
Major Account Executive (MAE) | Strategic Business Development & Enterprise Client Relations
Major Account Executive (MAE) | Strategic Business Development & Enterprise 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: Strategic Business Development & Enterprise Client Relations
Reports To: Director of Sales | Executive Leadership & Revenue Growth
Compensation: Competitive Base Salary + Uncapped Commission + Performance Bonuses + Enterprise Account Incentives + Leadership Development Opportunities
Drive Enterprise Growth. Build Executive Relationships. Deliver Strategic Solutions.
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking an experienced Major Account Executive (MAE) | Strategic Business Development & Enterprise Client Relations to lead business development initiatives with enterprise organizations, commercial clients, professional firms, institutional partners, and high-net-worth individuals.
This position is ideal for professionals who have a proven ability to develop executive-level relationships, manage complex sales opportunities, and deliver consultative business solutions within the financial services and commercial real estate industries.
As a Major Account Executive, you will be responsible for identifying, developing, and managing strategic client relationships while expanding Chrysolite IMC's Private Wealth Management and Commercial Real Estate investment platforms.
Position Summary
The Major Account Executive is responsible for acquiring, developing, and managing enterprise-level client relationships through strategic business development, executive presentations, consultative sales, and long-term account management.
This position serves as a senior revenue-producing role focused on building sustainable client relationships, increasing market penetration, and supporting the Company's long-term strategic growth initiatives.
Primary Responsibilities
- Develop and execute strategic business development plans to generate new enterprise business.
- Build relationships with executive decision-makers, business owners, investors, and institutional organizations.
- Identify opportunities for Private Wealth Management, Commercial Real Estate Investing, business consulting, and capital market solutions.
- Conduct executive-level discovery meetings, presentations, and solution consultations.
- Develop customized proposals and coordinate client engagement strategies.
- Negotiate business opportunities while maintaining strong client relationships.
- Manage a portfolio of strategic enterprise accounts.
- Collaborate with Executive Leadership to support regional and national growth initiatives.
- Maintain complete CRM documentation, opportunity tracking, forecasting, and reporting.
- Represent Chrysolite IMC at networking events, conferences, business associations, and industry functions.
Strategic Business Development Responsibilities
- Enterprise account acquisition
- Executive relationship development
- Business-to-business (B2B) sales
- Strategic partnership development
- Commercial real estate business development
- Private Wealth Management opportunity development
- Market expansion initiatives
- Referral partner cultivation
- Executive presentations
- Revenue forecasting
- Territory development
Enterprise Client Relationship Responsibilities
- Build trusted relationships with executive decision-makers.
- Develop long-term client engagement strategies.
- Coordinate client meetings and strategic reviews.
- Ensure timely follow-up and exceptional client service.
- Identify opportunities for account growth and cross-functional collaboration.
- Maintain accurate client records and communication history within the Company's CRM.
Qualifications
Required
- Bachelor's degree in Business, Finance, Marketing, Real Estate, Management, or a related field preferred (or equivalent professional experience).
- Three or more years of experience in one or more of the following:
- Enterprise sales
- Major account management
- Business development
- Commercial real estate
- Financial services
- Wealth management
- Corporate relationship management
- Business-to-business (B2B) sales
- Strong executive presentation and communication skills.
- Demonstrated ability to develop long-term client relationships.
- Experience managing complex sales cycles.
- Proficiency with Microsoft Office and CRM software.
Preferred
- Experience working with commercial real estate investors or institutional clients.
- Experience selling professional or financial services.
- Existing network of business professionals and referral partners.
- Knowledge of consultative or solution-based selling methodologies.
Core Competencies
- Strategic Business Development
- Enterprise Account Management
- Executive Relationship Management
- Consultative Selling
- Negotiation
- Financial Acumen
- Client Retention
- Territory Development
- Strategic Planning
- Communication
- Leadership
- Professionalism
Performance Expectations
Successful Major Account Executives are expected to:
- Develop and maintain a qualified enterprise sales pipeline.
- Conduct executive-level client meetings and presentations.
- Consistently build new strategic business relationships.
- Maintain complete and accurate CRM records.
- Submit timely forecasts, reports, and account updates.
- Meet established activity, relationship, and revenue objectives.
- Demonstrate professionalism, integrity, and compliance with Company standards.
Performance goals are established by management and may be adjusted based on business priorities and market conditions.
Compensation & Incentive Opportunities
Chrysolite IMC offers a competitive performance-based compensation program that may include:
- Competitive base salary
- Uncapped commission opportunities
- Major account acquisition incentives
- Enterprise revenue performance bonuses
- Annual performance incentives
- Leadership development opportunities
- Professional coaching and executive mentoring
- Career advancement opportunities
Specific compensation terms will be discussed during the interview process and outlined in the applicable employment and compensation agreements.
Benefits
Eligible employees may receive access to benefits that may include:
- Medical, dental, and vision insurance
- Paid holidays and paid time off
- Retirement savings plan (subject to plan eligibility)
- Mileage reimbursement for approved business travel
- Professional development assistance
- Continuing education opportunities
- Leadership training programs
- Employee recognition and incentive programs
Benefits are subject to Company policy and applicable plan eligibility requirements.
Why Join Chrysolite IMC?
At Chrysolite IMC, we believe lasting success is built on trusted relationships, strategic thinking, and a commitment to helping clients pursue their financial and investment objectives.
Our team members are supported through leadership development, ongoing education, collaborative teamwork, and opportunities to build rewarding careers in Private Wealth Management and Commercial Real Estate Investing.
If you are an accomplished relationship builder with a passion for strategic business development and enterprise account management, we invite you to apply.
Hiring Process
Qualified candidates may be invited to participate in:
- Resume review
- Initial telephone or virtual interview
- Executive interview with Company leadership
- Business development or presentation assessment (when applicable)
- Reference and background verification, consistent with applicable law
- Completion of pre-employment documentation and onboarding requirements
Career Advancement
Outstanding performers may have opportunities to advance into leadership positions, including:
- Senior Major Account Executive
- Regional Business Development Manager
- Director of Strategic Accounts
- Director of Sales | Executive Leadership & Revenue Growth
Apply Today
Join Chrysolite Investment Management Corporation and help expand our enterprise client relationships while contributing to the continued growth of our Private Wealth Management and Commercial Real Estate Investing divisions. Please forward cover letter & resume to: info@chrysoliteimcorp.com for review and consideration.
Chrysolite Investment Management Corporation is an Equal Opportunity Employer. Employment decisions are based on qualifications, merit, business needs, and applicable federal, state, and local laws.
Career Opportunities
Senior Asset Manager I | Business Development | Client Relationship Manager
Senior Asset Manager I | Business Development | Client Relationship Manager
Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Lake Mary, Florida (Hybrid, Remote & Field Opportunities Available)
Position Type: Full-Time
Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Reports To: Director of Sales | Executive Leadership & Revenue Growth
Compensation: Competitive Base Salary + Uncapped Commission + Performance Bonuses + Leadership Incentives + Career Advancement Opportunities
Join a Growing Investment Management Firm
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking a highly motivated and relationship-focused Senior Asset Manager I | Business Development | Client Relationship Manager to support the continued growth of our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions.
This role is ideal for professionals who excel at building long-term business relationships, identifying investment opportunities, and providing exceptional client service while contributing to strategic business development initiatives.
The successful candidate will work with business owners, accredited investors, entrepreneurs, commercial real estate professionals, and high-net-worth individuals to introduce Chrysolite IMC's investment management and business consulting solutions.
Position Summary
The Senior Asset Manager I serves as both a business development professional and client relationship manager responsible for identifying qualified prospects, nurturing strategic relationships, coordinating investment opportunities, and supporting revenue growth initiatives.
This position combines consultative sales, client relationship management, investment support, and account development while maintaining the highest standards of professionalism, ethics, and service.
Primary Responsibilities
- Develop new business opportunities through networking, referrals, prospecting, and strategic outreach.
- Build and manage long-term relationships with prospective and existing clients.
- Conduct professional client consultations to understand financial and investment objectives.
- Present the Company's Private Wealth Management and Commercial Real Estate investment solutions.
- Coordinate follow-up communications and maintain regular client engagement.
- Maintain accurate CRM records, activity logs, and client documentation.
- Assist in identifying Commercial Real Estate investment opportunities and strategic partnerships.
- Collaborate with Executive Leadership to achieve regional business development goals.
- Prepare client proposals, presentations, and executive reports.
- Ensure compliance with Company policies, reporting requirements, and operational procedures.
Business Development Responsibilities
- Business-to-Business (B2B) prospecting
- Lead generation
- Appointment setting
- Strategic networking
- Referral partner development
- Client presentations
- Relationship management
- Sales pipeline management
- Executive follow-up
- Market research and territory development
Client Relationship Management Responsibilities
- Maintain consistent communication with clients and prospects.
- Coordinate client meetings and investment discussions.
- Assist clients through each stage of the relationship lifecycle.
- Respond professionally to client questions and requests.
- Promote long-term client retention through exceptional service.
- Document client interactions and next steps within the CRM.
Qualifications
Required
- Bachelor's degree or equivalent professional experience preferred.
- Minimum of 2 years of experience in one or more of the following:
- Business Development
- Financial Services
- Commercial Real Estate
- Banking
- Wealth Management
- Business-to-Business (B2B) Sales
- Client Relationship Management
- Excellent verbal and written communication skills.
- Strong organizational and time management abilities.
- Proficiency with Microsoft Office and CRM software.
- Valid driver's license for field-based responsibilities, if applicable.
Preferred
- Experience working with high-net-worth individuals.
- Knowledge of investment products or commercial real estate.
- Experience with consultative sales methodologies.
- Professional presentation and networking experience.
Core Competencies
- Business Development
- Client Relationship Management
- Consultative Selling
- Communication
- Negotiation
- Strategic Planning
- Organization
- Leadership Potential
- Problem Solving
- Professionalism
- Time Management
- Customer Service
Performance Expectations
Successful team members are expected to:
- Build and maintain a healthy pipeline of qualified opportunities.
- Consistently schedule and conduct client meetings.
- Maintain accurate and timely CRM documentation.
- Meet established activity and performance expectations.
- Submit required reports and supporting documentation.
- Demonstrate integrity, accountability, and professionalism.
Performance objectives are established by management and may be adjusted based on business needs.
Compensation & Incentives
Chrysolite IMC offers a performance-oriented compensation program that may include:
- Competitive base salary
- Uncapped commission opportunities
- Performance-based bonuses
- Appointment-setting incentives
- Revenue achievement incentives
- Leadership development opportunities
- Professional coaching and ongoing training
- Career advancement opportunities within the organization
Specific compensation details will be discussed during the interview process and documented in the applicable employment agreement and compensation plan.
Benefits
Eligible employees may receive access to a comprehensive benefits package, which may include:
- Medical, dental, and vision insurance
- Paid holidays and paid time off
- Retirement savings plan (subject to plan eligibility)
- Professional development assistance
- Mileage reimbursement for approved business travel
- Employee recognition and incentive programs
- Leadership training and advancement opportunities
Benefits are provided in accordance with Company policy and applicable plan eligibility requirements.
Why Join Chrysolite IMC?
At Chrysolite Investment Management Corporation, we are committed to developing professionals who value integrity, client service, continuous learning, and long-term relationship building.
We offer an environment where motivated professionals can grow their careers, expand their expertise, and contribute to a firm focused on delivering exceptional Private Wealth Management and Commercial Real Estate investment solutions.
Hiring Process
Qualified applicants may be invited to participate in the following selection process:
- Resume review
- Telephone or virtual interview
- Interview with Executive Leadership
- Business development or presentation assessment (when applicable)
- Reference and background verification, consistent with applicable law
- Completion of pre-employment documentation and onboarding requirements
Career Advancement
This position offers opportunities for advancement into leadership roles, including:
- Senior Asset Manager II
- Regional Sales Manager
- Director of Business Development
- Director of Sales | Executive Leadership & Revenue Growth
Professional development, mentoring, and leadership training are available for employees who consistently demonstrate strong performance and leadership potential.
Apply Today
If you are passionate about business development, client relationship management, investment solutions, and professional growth, we encourage you to apply and become part of the Chrysolite IMC team. Please forward cover letter & resume to: info@chrysoliteimcorp.com for review and consideration.
Chrysolite Investment Management Corporation is an Equal Opportunity Employer. Employment decisions are made based on qualifications, merit, business needs, and applicable law.
Career Opportunities
Senior Asset Manager II | Business Development | Client Relationship Manager
Senior Asset Manager II | Business Development | Client Relationship Manager
Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Lake Mary, Florida (Hybrid/Remote Opportunities Available) | Domestic Opportunities
Job Type: Full-Time
Employment Classification: Exempt
Schedule: Monday – Friday 70 Per Week (Occasional Saturdays as Required)
Travel: Up to 30% (local and regional, as needed)
Compensation: Competitive Base Salary + Uncapped Performance Incentives + Annual Bonus + Profit Sharing (where applicable)
About Chrysolite Investment Management Corporation
Chrysolite Investment Management Corporation (Chrysolite IMC) is a private investment management and business consulting firm serving individuals, business owners, entrepreneurs, and investors. Our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing Division focuses on helping clients pursue long-term financial objectives through strategic planning, investment management, business development, and real estate investment solutions.
We are seeking an experienced, relationship-focused professional to join our leadership team as a Senior Asset Manager II | Business Development | Client Relationship Manager.
Position Summary
The Senior Asset Manager II is responsible for managing investment and commercial real estate relationships while driving business development initiatives and delivering an exceptional client experience. This role requires a strategic thinker who can evaluate investment opportunities, strengthen long-term client relationships, collaborate across business units, and contribute to the continued growth of the firm's assets under management and strategic partnerships.
The successful candidate combines consultative relationship management, investment knowledge, business development, and excellent client service while collaborating with internal specialists and maintaining regulatory and company standards.
Chrysolite Investment Management Corporation is seeking a highly motivated and results-driven Private Wealth Portfolio Manager – Real Estate, Financial Analysis & Private Wealth Strategy to identify new business opportunities, build strategic relationships, expand market presence, and support revenue growth initiatives. The Sales & Business Development Manager – Real Estate, Financial Analysis & Private Wealth Strategy roles will be Assigned geographic territory.
This leadership-oriented role combines outside business development, strategic sales, real estate investment analysis, private wealth strategy consulting support, and CRM management.
The ideal candidate possesses strong prospecting skills, business acumen, relationship-building capabilities, and a passion for helping business owners, investors, executives, and entrepreneurs achieve growth objectives.
Ideal candidates possess strong business acumen, advanced prospecting skills, relationship-building expertise, and a passion for helping clients achieve strategic financial and investment objectives.
The ideal candidate combines analytical expertise, sound business judgment, consultative sales skills, and a client-first approach.
Key Responsibilities
Asset Management
- Monitor and evaluate the performance of commercial real estate and investment assets.
- Analyze acquisition, disposition, refinancing, and portfolio optimization opportunities.
- Prepare investment analyses, financial models, cash-flow projections, and performance reports.
- Collaborate with internal and external stakeholders to support asset performance and risk management.
- Recommend strategies designed to improve portfolio performance and operational efficiency.
- Portfolio Oversight — Monitor PWM and CRE investment portfolios, asset allocations, performance trends, and risk exposure.
- Client Relationship Management — Serve as the primary relationship manager for HNW/UHNW individuals, family offices, and CRE investors.
- Business Development — Identify, pursue, and secure new wealth management and CRE investment clients.
- Investment Strategy Support — Assist in developing customized wealth plans and CRE investment strategies.
- Market & CRE Analysis — Provide insights on market conditions, CRE trends, economic indicators, and investment opportunities.
- Investor Reporting — Prepare quarterly reports, portfolio reviews, and investment summaries.
- Deal Support — Support underwriting, due diligence, and investor communications for CRE acquisitions.
- Cross‑Functional Collaboration — Work closely with wealth advisors, analysts, CRE acquisition teams, and compliance.
- Compliance & Documentation — Ensure all client interactions and investment activities meet regulatory standards.
Business Development
- Develop and execute business development strategies to expand the firm's client base and strategic partnerships.
- Identify and cultivate relationships with investors, business owners, developers, financial professionals, and referral partners.
- Conduct consultations, presentations, and networking activities that support long-term business growth.
- Maintain an active business development pipeline using CRM tools and established sales processes.
- Support marketing initiatives and represent the firm at professional and community events.
Outside Field Prospect Development & Business Development
- Face-to-face prospecting | onsite appointments with business owners and executives.
- Commercial property visits and market development.
- Networking and relationship building.
- Referral partner development.
- Strategic alliance formation.
- Outside cold calling and appointment setting.
- Business-to-business lead generation.
- Community and industry event participation.
Real Estate Financial Analysis & Revenue Strategy
- Real estate market research.
- Property investment opportunity analysis.
- Revenue growth strategy support.
- Financial performance reviews.
- Market trend analysis.
- Investment presentation support.
- Strategic planning assistance.
B2B Phone Prospecting
- Outbound business development calls.
- Appointment scheduling.
- Lead qualification.
- Prospect nurturing.
- Executive meeting coordination.
- Follow-up communications.
CRM & Business Database Development
- CRM management and reporting.
- Pipeline development.
- Lead tracking and analytics.
- Database building and maintenance.
- Sales activity reporting.
- Marketing list development.
Primary Additional Responsibilities
Business Development & Sales Leadership
- Develop and execute strategic business development initiatives.
- Identify and pursue new business opportunities.
- Establish relationships with business owners, investors, developers, executives, and decision-makers.
- Generate qualified appointments for executive leadership.
- Develop referral networks and strategic partnerships.
- Represent the company at networking events, trade associations, and industry functions.
- Create and implement territory growth strategies.
- Assist in expanding the company's market presence.
Real Estate Investment & Financial Analysis
- Assist in evaluating commercial and residential real estate opportunities.
- Conduct market research and demographic analysis.
- Review investment data and revenue projections.
- Analyze business and investment growth opportunities.
- Support preparation of executive presentations and reports.
- Assist with strategic planning initiatives.
Private Wealth Strategy Support
- Support executive leadership in identifying wealth-building opportunities for clients.
- Assist with client discovery preparation.
- Coordinate client meetings and presentations.
- Research business growth and investment strategies.
- Help prepare educational materials and presentations.
Note: This role supports strategic planning and business development activities and does not provide individualized investment advice unless separately licensed and authorized.
Client Relationship Management
- Build and maintain long-term client relationships.
- Conduct follow-up meetings and communications.
- Identify additional client service opportunities.
- Coordinate client onboarding support.
- Maintain professional client interactions.
CRM & Database Development
- Maintain accurate prospect and client records.
- Track business development activities.
- Manage sales pipeline reporting.
- Create and update business databases.
- Generate management reports and dashboards.
- Ensure CRM compliance and data integrity.
Client Relationship Management
- Serve as a trusted point of contact for clients by providing responsive, professional service.
- Conduct client review meetings and discuss investment objectives, portfolio updates, and strategic opportunities.
- Coordinate with internal teams to ensure timely execution of client requests and deliverables.
- Build lasting relationships through proactive communication and personalized service.
Revenue Growth & Business Development
- Lead initiatives to acquire new clients across Private Wealth Management, Commercial Real Estate, and business consulting services.
- Expand relationships with high-net-worth individuals, business owners, developers, institutional investors, family offices, and strategic referral partners.
- Oversee complex negotiations involving investment opportunities and strategic partnerships.
- Drive business expansion through networking, marketing initiatives, referrals, and industry events.
- Support cross-functional initiatives that contribute to revenue diversification.
Required Job Readiness Requirements
Requirements completed for the following:
Equipment & Technology
- Company-approved own personal laptop computer
- Reliable high-speed internet (Wi-Fi)
- Dedicated Mobile Phone for work related business only
- Carrying Printer/scanner
- Quiet, professional home office environment
- Microsoft Office (Word, Excel, PowerPoint)
- Zoom and Microsoft App installed and operational for Business Conference Meeting/Calls
Qualifications
Required
- Bachelor's degree in Business, Finance, Real Estate, Economics, Marketing, or a related field.
- Five or more years of experience in one or more of the following:
- Asset Management
- Commercial Real Estate
- Business Development
- Private Wealth Management
- Investment Management
- Financial Services
- Relationship Management
- Strong financial analysis and business writing skills.
- Excellent interpersonal, presentation, and communication abilities.
- Proficiency with Microsoft Office and CRM software.
- Valid driver's license and reliable transportation.
Preferred
- Master's degree (MBA or related graduate degree).
- Commercial real estate investment experience.
- Experience working with high-net-worth individuals, business owners, family offices, or institutional investors.
- Professional licenses or certifications relevant to finance, real estate, or investment management are valued but not required.
Core Competencies
- Strategic Business Development
- Asset & Portfolio Management
- Commercial Real Estate Investing
- Financial Statement Analysis
- Investment Analysis
- Client Relationship Management
- Contract Negotiation
- Market Research
- Financial Modeling
- Communication & Presentation
- Leadership & Collaboration
- Time and Project Management
- Professional Ethics and Confidentiality
Performance Expectations
Successful candidates will be expected to:
- Build and maintain a strong pipeline of prospective clients and strategic partners.
- Achieve established business development and revenue objectives.
- Deliver timely, accurate investment analyses and client reporting.
- Maintain a high level of client satisfaction through responsive service and relationship management.
- Contribute to the growth of the firm's investment platform and long-term client relationships.
Key Performance Indicators (KPIs)
Performance may be measured by:
Business Development
- New business opportunities identified
- Qualified appointments generated
- Strategic partnerships established
- Referral relationships developed
- Prospect meetings conducted
Sales Activity
- Outside field prospecting activity
- B2B outreach activity
- Pipeline growth
- Revenue contribution
- Client retention
CRM Management
- Database growth
- CRM accuracy
- Follow-up completion
- Activity reporting
Compensation & Benefits
Compensation
- Competitive Base Salary
- Uncapped commissions
- Monthly, quarterly, and annual performance bonuses
- Profit-sharing opportunities (where applicable)
Benefits
- Medical, Dental, and Vision Insurance
- Paid Time Off (PTO)
- Paid Holidays
- Leadership Development Programs
- Professional Training
- Career Advancement Opportunities
- Mileage Reimbursement
- Remote/Hybrid Flexibility
- Home Office Support (where applicable)
Why Join Chrysolite IMC?
At Chrysolite Investment Management Corporation, you will work alongside professionals committed to integrity, collaboration, innovation, and long-term client success. We provide an environment where experienced professionals can contribute meaningful expertise, develop lasting client relationships, and grow their careers while helping clients navigate complex financial and commercial real estate opportunities.
If you are a motivated professional with experience in asset management, business development, and client relationship management, we encourage you to apply and become part of our growing team.
How To Apply
Please submit:
- Resume
- Portfolio should be limited to 2–3 key projects and no more than 20–25 pages
- Cover Letter with salary requirements
- Contact Information
Send Applications To:
info@chrysoliteimcorp.com
Company Information
Chrysolite Investment Management Corporation
(407) 499-1614
Chrysolite Investment Management Corporation Careers
Chrysolite Investment Management Corporation is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.
Career Opportunities
Business Development Sales Manager (BDSM) | High-Income Growth
Business Development Sales Manager (BDSM) | High-Income Growth
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 for qualified candidates
Job Type: Full-Time
Compensation: Competitive Base Salary + Uncapped Commission + Performance Bonuses + Executive Incentives
Schedule: Monday–Friday | Full-Time (Extended business hours as required)
Build Your Career. Build Relationships. Build Wealth.
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking a motivated, results-oriented Business Development Sales Manager (BDSM) | High-Income Growth to help expand our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions.
This role is designed for professionals who enjoy building business relationships, identifying opportunities, and working toward ambitious income goals through business development and consultative sales.
You will work with business owners, commercial real estate investors, accredited investors, professionals, and high-net-worth individuals by introducing Chrysolite IMC's investment management and business consulting solutions.
If you are competitive, self-driven, organized, and committed to delivering exceptional client service, we encourage you to apply.
Position Summary
The Business Development Sales Manager is responsible for generating new business opportunities, cultivating strategic relationships, managing an active sales pipeline, and collaborating with leadership to achieve revenue growth objectives.
Success in this position requires disciplined prospecting, consultative selling, strong communication skills, and consistent follow-through.
Primary Responsibilities
- Develop new business opportunities through strategic prospecting and networking.
- Schedule and conduct appointments with qualified business owners and prospective clients.
- Present Chrysolite IMC's Private Wealth Management and Commercial Real Estate investment solutions.
- Build long-term relationships with clients and referral partners.
- Maintain an accurate sales pipeline using the Company's CRM system.
- Prepare proposals, follow-up communications, and client documentation.
- Participate in sales meetings, coaching sessions, and professional development.
- Collaborate with Executive Leadership on regional growth initiatives.
- Maintain complete and timely activity records and performance reports.
Business Development Activities
- B2B prospecting
- Cold calling and warm lead follow-up
- Appointment setting
- Networking events
- Referral partner development
- Commercial real estate outreach
- Wealth management lead generation
- Executive presentations
- Client relationship management
- Territory development
Preferred Qualifications
- Bachelor's degree preferred (or equivalent professional experience).
- Two or more years of experience in business development, B2B sales, financial services, commercial real estate, banking, insurance, or a related field is preferred.
- Strong verbal and written communication skills.
- Ability to build trust and maintain professional client relationships.
- Experience using CRM software and Microsoft Office applications.
- Valid driver's license for field-based responsibilities, where applicable.
Professional Skills
- Business Development
- Consultative Sales
- Prospecting
- Relationship Management
- Negotiation
- Time Management
- Organization
- Presentation Skills
- Professional Communication
- Strategic Thinking
- Problem Solving
Compensation & Incentives
We offer a performance-oriented compensation program that may include:
- Competitive base salary
- Uncapped commission opportunities
- Performance-based bonuses
- Appointment incentives
- Revenue achievement incentives
- Leadership development opportunities
- Professional training and coaching
- Career advancement pathways
Specific compensation details will be discussed during the interview process and outlined in the applicable employment and compensation agreements.
Benefits
Eligible employees may have access to benefits such as:
- Medical, dental, and vision coverage
- Paid holidays and paid time off
- Retirement savings plan (subject to plan eligibility)
- Professional development and continuing education
- Mileage reimbursement for approved business travel
- Employee recognition and incentive programs
Benefits are subject to the terms of the Company's benefit plans and applicable eligibility requirements.
Performance Expectations
Successful candidates are expected to:
- Consistently develop qualified business opportunities.
- Maintain an organized and accurate CRM pipeline.
- Meet established activity and performance expectations.
- Deliver outstanding client service.
- Submit timely reports and required documentation.
- Demonstrate professionalism, integrity, and compliance with Company policies.
Performance goals are established by management and may be adjusted based on business needs.
Why Join Chrysolite IMC?
At Chrysolite IMC, we invest in our people through professional development, leadership opportunities, and a collaborative culture focused on long-term growth. We believe strong relationships, ethical business practices, and continuous learning are essential to delivering value for our clients and our team members.
If you are looking for a career where your effort, professionalism, and business development skills can create meaningful opportunities for advancement, we invite you to apply.
Application Process
Qualified candidates may be asked to participate in:
- Initial resume review
- Telephone or virtual interview
- Professional interview with Executive Leadership
- Sales or presentation assessment (when applicable)
- Reference and background verification, consistent with applicable law
- Completion of pre-employment documentation
Please forward cover letter & resume to: info@chrysoliteimcorp.com for review and consideration.
Chrysolite Investment Management Corporation is committed to providing equal employment opportunities to qualified applicants and employees in accordance with applicable federal, state, and local laws. Employment decisions are based on business needs, qualifications, and merit.
Career Opportunities
Director of Sales | Executive Leadership & Revenue Growth
Director of Sales | Executive Leadership & Revenue Growth
Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Lake Mary, Florida (Hybrid/Remote Available) | Domestic Opportunities
Job Type: Full-Time
Employment Classification: Exempt
Reports To: Chief Executive Officer (CEO)
Schedule: Monday – Friday 70 Per Week (Occasional Saturdays as Required)
Travel: Up to 35% (Local, Regional & Occasional National Travel)
Compensation: Competitive Executive Base Salary + Uncapped Performance Incentives + Annual Executive Bonus + Profit Sharing (where applicable)
Executive Leadership Opportunity
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking an accomplished and visionary Director of Sales | Executive Leadership & Revenue Growth to lead strategic sales initiatives within our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing Division.
This executive leadership position is responsible for developing and executing enterprise sales strategies, expanding market presence, driving sustainable revenue growth, building high-performing sales teams, and strengthening relationships with investors, business owners, strategic partners, and commercial real estate professionals.
The Director of Sales will play a critical role in advancing the firm's growth strategy while fostering a culture of accountability, collaboration, and client-focused excellence.
Position Summary
The Director of Sales provides executive leadership for all sales and business development activities across the Private Wealth Management and Commercial Real Estate divisions. This role is responsible for establishing strategic objectives, optimizing sales performance, improving operational effectiveness, and supporting long-term organizational growth.
The successful candidate will lead by example, mentor sales professionals, analyze market trends, and implement scalable strategies that support revenue growth while maintaining exceptional client service standards.
Chrysolite Investment Management Corporation is seeking a highly motivated and results-driven Private Wealth Portfolio Manager – Real Estate, Financial Analysis & Private Wealth Strategy to identify new business opportunities, build strategic relationships, expand market presence, and support revenue growth initiatives. The Sales & Business Development Manager – Real Estate, Financial Analysis & Private Wealth Strategy roles will be Assigned geographic territory.
This leadership-oriented role combines outside business development, strategic sales, real estate investment analysis, private wealth strategy consulting support, and CRM management.
The ideal candidate possesses strong prospecting skills, business acumen, relationship-building capabilities, and a passion for helping business owners, investors, executives, and entrepreneurs achieve growth objectives.
Ideal candidates possess strong business acumen, advanced prospecting skills, relationship-building expertise, and a passion for helping clients achieve strategic financial and investment objectives.
The ideal candidate combines analytical expertise, sound business judgment, consultative sales skills, and a client-first approach.
Key Responsibilities
Asset Management
- Monitor and evaluate the performance of commercial real estate and investment assets.
- Analyze acquisition, disposition, refinancing, and portfolio optimization opportunities.
- Prepare investment analyses, financial models, cash-flow projections, and performance reports.
- Collaborate with internal and external stakeholders to support asset performance and risk management.
- Recommend strategies designed to improve portfolio performance and operational efficiency.
- Portfolio Oversight — Monitor PWM and CRE investment portfolios, asset allocations, performance trends, and risk exposure.
- Client Relationship Management — Serve as the primary relationship manager for HNW/UHNW individuals, family offices, and CRE investors.
- Business Development — Identify, pursue, and secure new wealth management and CRE investment clients.
- Investment Strategy Support — Assist in developing customized wealth plans and CRE investment strategies.
- Market & CRE Analysis — Provide insights on market conditions, CRE trends, economic indicators, and investment opportunities.
- Investor Reporting — Prepare quarterly reports, portfolio reviews, and investment summaries.
- Deal Support — Support underwriting, due diligence, and investor communications for CRE acquisitions.
- Cross‑Functional Collaboration — Work closely with wealth advisors, analysts, CRE acquisition teams, and compliance.
- Compliance & Documentation — Ensure all client interactions and investment activities meet regulatory standards.
Business Development
- Develop and execute business development strategies to expand the firm's client base and strategic partnerships.
- Identify and cultivate relationships with investors, business owners, developers, financial professionals, and referral partners.
- Conduct consultations, presentations, and networking activities that support long-term business growth.
- Maintain an active business development pipeline using CRM tools and established sales processes.
- Support marketing initiatives and represent the firm at professional and community events.
Outside Field Prospect Development & Business Development
- Face-to-face prospecting | onsite appointments with business owners and executives.
- Commercial property visits and market development.
- Networking and relationship building.
- Referral partner development.
- Strategic alliance formation.
- Outside cold calling and appointment setting.
- Business-to-business lead generation.
- Community and industry event participation.
Real Estate Financial Analysis & Revenue Strategy
- Real estate market research.
- Property investment opportunity analysis.
- Revenue growth strategy support.
- Financial performance reviews.
- Market trend analysis.
- Investment presentation support.
- Strategic planning assistance.
B2B Phone Prospecting
- Outbound business development calls.
- Appointment scheduling.
- Lead qualification.
- Prospect nurturing.
- Executive meeting coordination.
- Follow-up communications.
CRM & Business Database Development
- CRM management and reporting.
- Pipeline development.
- Lead tracking and analytics.
- Database building and maintenance.
- Sales activity reporting.
- Marketing list development.
Primary Additional Responsibilities
Business Development & Sales Leadership
- Develop and execute strategic business development initiatives.
- Identify and pursue new business opportunities.
- Establish relationships with business owners, investors, developers, executives, and decision-makers.
- Generate qualified appointments for executive leadership.
- Develop referral networks and strategic partnerships.
- Represent the company at networking events, trade associations, and industry functions.
- Create and implement territory growth strategies.
- Assist in expanding the company's market presence.
Real Estate Investment & Financial Analysis
- Assist in evaluating commercial and residential real estate opportunities.
- Conduct market research and demographic analysis.
- Review investment data and revenue projections.
- Analyze business and investment growth opportunities.
- Support preparation of executive presentations and reports.
- Assist with strategic planning initiatives.
Private Wealth Strategy Support
- Support executive leadership in identifying wealth-building opportunities for clients.
- Assist with client discovery preparation.
- Coordinate client meetings and presentations.
- Research business growth and investment strategies.
- Help prepare educational materials and presentations.
Note: This role supports strategic planning and business development activities and does not provide individualized investment advice unless separately licensed and authorized.
Client Relationship Management
- Build and maintain long-term client relationships.
- Conduct follow-up meetings and communications.
- Identify additional client service opportunities.
- Coordinate client onboarding support.
- Maintain professional client interactions.
CRM & Database Development
- Maintain accurate prospect and client records.
- Track business development activities.
- Manage sales pipeline reporting.
- Create and update business databases.
- Generate management reports and dashboards.
- Ensure CRM compliance and data integrity.
Executive Leadership Responsibilities
Strategic Sales Leadership
- Develop and execute comprehensive sales and revenue growth strategies aligned with the company's long-term objectives.
- Establish annual, quarterly, and monthly sales goals and performance metrics.
- Identify new business opportunities, emerging markets, and strategic partnerships.
- Collaborate with executive leadership to support organizational planning and growth initiatives.
- Evaluate sales performance and implement continuous process improvements.
Revenue Growth & Business Development
- Lead initiatives to acquire new clients across Private Wealth Management, Commercial Real Estate, and business consulting services.
- Expand relationships with high-net-worth individuals, business owners, developers, institutional investors, family offices, and strategic referral partners.
- Oversee complex negotiations involving investment opportunities and strategic partnerships.
- Drive business expansion through networking, marketing initiatives, referrals, and industry events.
- Support cross-functional initiatives that contribute to revenue diversification.
Sales Team Leadership
- Recruit, coach, mentor, and develop high-performing sales professionals.
- Foster a collaborative, ethical, and results-oriented sales culture.
- Conduct performance reviews and provide ongoing coaching and professional development.
- Develop onboarding and continuing education programs for sales personnel.
- Monitor pipeline activity and forecast revenue performance.
Client Relationship Management
- Build and maintain executive-level relationships with key clients and strategic partners.
- Participate in client presentations, investment meetings, and business development opportunities.
- Support retention initiatives through proactive relationship management and exceptional service.
- Resolve complex client concerns in collaboration with internal leadership teams.
Operational & Financial Leadership
- Prepare sales forecasts, budgets, and executive performance reports.
- Monitor key performance indicators (KPIs), revenue trends, and business development metrics.
- Partner with leadership to improve operational efficiency and profitability.
- Ensure compliance with company policies, ethical standards, and applicable regulatory requirements.
Required Job Readiness Requirements
Requirements completed for the following:
Equipment & Technology
- Company-approved own personal laptop computer
- Reliable high-speed internet (Wi-Fi)
- Dedicated Mobile Phone for work related business only
- Carrying Printer/scanner
- Quiet, professional home office environment
- Microsoft Office (Word, Excel, PowerPoint)
- Zoom and Microsoft App installed and operational for Business Conference Meeting/Calls
Required Qualifications
- Bachelor's degree in Business Administration, Finance, Marketing, Economics, Real Estate, or a related discipline.
- Minimum of 8 years of progressive leadership experience in sales, business development, financial services, private wealth management, commercial real estate, investment management, or a related industry.
- Minimum of 5 years leading and developing sales teams.
- Demonstrated success achieving revenue growth and managing strategic client relationships.
- Strong executive presence with outstanding communication, negotiation, and presentation skills.
- Experience using CRM platforms, Microsoft Office, and sales performance reporting tools.
- Valid driver's license with the ability to travel as business needs require.
Preferred Qualifications
- Master's degree (MBA or equivalent).
- Experience serving high-net-worth individuals, family offices, institutional investors, or commercial real estate investors.
- Professional licenses or certifications relevant to finance, investments, real estate, or sales leadership are considered an asset.
- Experience leading multi-market or regional sales organizations.
Core Competencies
- Executive Leadership
- Strategic Planning
- Revenue Growth
- Business Development
- Sales Leadership
- Private Wealth Management
- Commercial Real Estate Investing
- Relationship Management
- Financial Analysis
- Negotiation
- Team Development
- Performance Coaching
- Forecasting & Analytics
- Organizational Development
- Change Management
- Executive Communication
- Cross-Functional Collaboration
- Client Experience Excellence
Key Performance Indicators (KPIs)
The Director of Sales will be evaluated on:
- Revenue growth and profitability
- New client acquisition
- Sales pipeline health and conversion rates
- Client retention and satisfaction
- Team productivity and engagement
- Achievement of strategic business objectives
- Development of strategic partnerships
Additional Key Performance Indicators (KPIs)
Performance may be measured by:
Business Development
- New business opportunities identified
- Qualified appointments generated
- Strategic partnerships established
- Referral relationships developed
- Prospect meetings conducted
Sales Activity
- Outside field prospecting activity
- B2B outreach activity
- Pipeline growth
- Revenue contribution
- Client retention
CRM Management
- Database growth
- CRM accuracy
- Follow-up completion
- Activity reporting
- Leadership effectiveness and talent development
Compensation & Benefits
Compensation
- Competitive Base Salary
- Uncapped commissions
- Monthly, quarterly, and annual performance bonuses
- Profit-sharing opportunities (where applicable)
Benefits
- Medical, Dental, and Vision Insurance
- Paid Time Off (PTO)
- Paid Holidays
- Leadership Development Programs
- Professional Training
- Career Advancement Opportunities
- Mileage Reimbursement
- Remote/Hybrid Flexibility
- Home Office Support (where applicable)
Why Join Chrysolite IMC?
At Chrysolite Investment Management Corporation, we are committed to delivering strategic investment solutions and exceptional client service while fostering a culture of integrity, innovation, and collaboration. As Director of Sales, you will have the opportunity to shape the firm's sales strategy, develop exceptional talent, expand our market presence, and contribute directly to the organization's long-term growth.
If you are an experienced executive leader with a passion for business development, client relationships, and building high-performing teams, we encourage you to apply.
How To Apply
Please submit:
- Resume
- Portfolio should be limited to 2–3 key projects and no more than 20–25 pages
- Cover Letter with salary requirements
- Contact Information
Send Applications To:
info@chrysoliteimcorp.com
Company Information
Chrysolite Investment Management Corporation
(407) 499-1614
Chrysolite Investment Management Corporation Careers
Chrysolite Investment Management Corporation is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and make employment decisions without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law.
Career Opportunities
Private Wealth Management (PWM) Instructor | Wealth Education & Investment Strategy Development
Private Wealth Management (PWM) Instructor | Wealth Education & Investment Strategy Development
Private Wealth Management (PWM), Commercial Real Estate (CRE), Residential Real Estate (RRE) & Building Wealth Partner Workshop Program Investing Division
Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Lake Mary, Florida (Hybrid, Remote & In-Person Training Opportunities Available)
Position Type: Full-Time / Part-Time / Contract Opportunities Available
Division: Private Wealth Management (PWM), Commercial Real Estate (CRE), Residential Real Estate (RRE) & Building Wealth Partner Workshop Program Investing
Department: Wealth Education, Investment Training & Professional Development
Reports To: Executive Leadership Team / Director of Training & Business Development
Compensation: Competitive Compensation + Performance Incentives + Workshop Development Opportunities + Leadership Advancement Opportunities
Educate. Empower. Build Generational Wealth Strategies.
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking an experienced and knowledgeable Private Wealth Management (PWM) Instructor | Wealth Education & Investment Strategy Development professional to join our growing Private Wealth Management, Commercial Real Estate, Residential Real Estate, and Building Wealth Partner Workshop Program Investing divisions.
The Private Wealth Management Instructor will be responsible for developing and delivering educational programs designed to educate employees, clients, investors, entrepreneurs, business owners, strategic partners, and community participants on wealth-building principles, investment strategies, asset management concepts, and financial growth opportunities.
This position is ideal for a wealth management professional, investment advisor, financial educator, portfolio manager, business consultant, entrepreneur, real estate investor, or industry expert who enjoys teaching, mentoring, and helping others understand strategies designed to preserve, grow, and manage wealth.
Position Summary
The Private Wealth Management (PWM) Instructor serves as a subject matter expert responsible for creating, delivering, and improving wealth education programs that support:
- Employee professional development
- Client education initiatives
- Investor awareness programs
- Business partner workshops
- Wealth-building education
- Private Wealth Management growth initiatives
The Instructor will teach concepts related to investment management, wealth preservation, asset allocation, commercial and residential real estate investing, entrepreneurship, financial planning principles, and long-term wealth strategies.
This role supports Chrysolite IMC's mission of helping individuals, families, business owners, and investors better understand strategic wealth-building opportunities.
Primary Responsibilities
Private Wealth Management Education & Training
- Develop and deliver Private Wealth Management educational programs.
- Create wealth-building workshops, presentations, training materials, and educational resources.
- Teach investment concepts in a professional and understandable format.
- Explain wealth management strategies, investment principles, and financial concepts.
- Provide practical examples, case studies, and real-world applications.
- Support employee training and professional development programs.
- Evaluate participant understanding and improve educational effectiveness.
Wealth Education Curriculum Development
Develop training content covering:
Private Wealth Management Fundamentals
- Introduction to wealth management
- Wealth-building principles
- Asset protection concepts
- Investment strategy development
- Portfolio management fundamentals
- Risk management principles
- Long-term financial objectives
- Wealth preservation strategies
- Generational wealth planning concepts
Investment Strategy Education
Training topics may include:
- Understanding investment objectives
- Asset allocation concepts
- Diversification principles
- Investment risk assessment
- Market analysis fundamentals
- Capital growth strategies
- Income-producing assets
- Alternative investment concepts
- Private market investment education
- Building investment discipline
Commercial Real Estate (CRE) Investment Education
The PWM Instructor will educate participants on:
- Commercial real estate fundamentals
- Property investment strategies
- Multifamily, retail, office, and industrial assets
- Commercial property analysis
- Cash flow concepts
- Net Operating Income (NOI)
- Capitalization rates
- Investment returns
- Asset management principles
- Real estate portfolio development
Residential Real Estate (RRE) Wealth Building Education
Training programs may include:
- Residential property investing
- Homeownership wealth strategies
- Rental property fundamentals
- Real estate appreciation concepts
- Equity-building strategies
- Residential portfolio development
- Property evaluation principles
- Real estate market analysis
Building Wealth Partner Workshop Program
The Private Wealth Management Instructor will support the development and delivery of the Building Wealth Partner Workshop Program, designed to educate:
- Business owners
- Entrepreneurs
- Professionals
- Investors
- Strategic partners
- Community organizations
- Prospective clients
Workshop responsibilities include:
- Develop educational workshop content.
- Conduct live and virtual wealth education sessions.
- Present investment and wealth-building concepts.
- Engage audiences through interactive learning.
- Support business relationship development.
- Collaborate with sales and leadership teams.
Client & Investor Education Responsibilities
- Conduct investor education seminars.
- Support client onboarding education.
- Assist clients in understanding wealth strategies.
- Present educational materials professionally.
- Answer general educational questions regarding investment concepts.
- Support relationship-building initiatives.
Professional Development Responsibilities
- Train Business Development Representatives.
- Educate Account Executives and Asset Managers.
- Improve team understanding of PWM, CRE, and RRE concepts.
- Mentor professionals developing investment communication skills.
- Support leadership development programs.
- Collaborate with executive leadership on training initiatives.
Training Delivery Methods
The Private Wealth Management Instructor may deliver programs through:
- Live classroom sessions
- Executive workshops
- Virtual Zoom training
- Investor webinars
- Business partner seminars
- Employee training academies
- Educational conferences
- Recorded training modules
Required Qualifications
Education & Experience
Bachelor's degree preferred in:
- Finance
- Business Administration
- Economics
- Investment Management
- Real Estate
- Financial Planning
- Marketing
- Related field
Professional experience in one or more areas:
- Private wealth management
- Investment advisory services
- Financial education
- Portfolio management
- Commercial real estate
- Residential real estate investing
- Business consulting
- Entrepreneurship
- Asset management
Preferred Qualifications
- 5+ years of experience in wealth management, investing, finance, or related fields.
- Experience presenting financial concepts to professional audiences.
- Experience creating educational programs.
- Experience conducting workshops or seminars.
- Strong understanding of investment strategies.
- Strong public speaking and presentation abilities.
- Experience mentoring or training professionals.
Core Competencies Competenc Description
Wealth Management Knowledge
Understanding of investment and wealth-building concepts
Teaching Ability
Ability to explain complex ideas clearly
Communication
Strong presentation and interpersonal skills
Leadership
Ability to mentor and develop professionals
Strategic Thinking
Ability to connect education with long-term goals
Organization
Ability to create structured learning programs
Professionalism
Represents Chrysolite IMC with integrity
Performance Expectations (KPIs)
The Private Wealth Management Instructor will be evaluated based on:
Performance Area
Expectations
Training Delivery
Completion of scheduled programs
Workshop Development
Creation of educational materials
Participant Engagement
Positive participant feedback
Knowledge Transfer
Improved understanding of investment concepts
Team Development
Increased professional capability
Client Education
Enhanced client awareness and confidence
Program Growth
Expansion of educational initiatives
Compensation & Incentive Opportunities
Chrysolite IMC may provide a performance-oriented compensation package including:
- Competitive instructor compensation
- Workshop presentation incentives
- Training development bonuses
- Educational program incentives
- Professional development opportunities
- Leadership advancement opportunities
- Performance-based rewards
Compensation will be determined based on experience, qualifications, responsibilities, and employment classification.
Benefits
Eligible employees may have access to benefits including:
- Medical, dental, and vision benefits
- Paid holidays and time off
- Retirement savings opportunities
- Professional development programs
- Leadership training
- Employee recognition programs
Benefits are subject to Company policies and applicable eligibility requirements.
Why Join Chrysolite IMC?
At Chrysolite Investment Management Corporation, we believe education is a critical foundation for informed decision-making, investment confidence, and long-term wealth creation.
The Private Wealth Management Instructor role provides an opportunity to educate individuals, develop professionals, support investors, and contribute to a platform focused on strategic wealth-building solutions.
Career Advancement Opportunities
Successful candidates may advance into:
- Director of Wealth Education & Training
- Private Wealth Management Director
- Investment Strategy Consultant
- Senior Asset Manager
- Business Development Leadership
- Executive Leadership Roles
Hiring Process
Qualified candidates may participate in:
- Resume review
- Professional experience interview
- Virtual Zoom interview with leadership
- Teaching/presentation assessment
- Background and reference verification, consistent with applicable law
- Employment onboarding process
Apply Today
If you are passionate about wealth education, investment strategy, real estate investing, mentoring professionals, and helping others understand opportunities to build long-term financial success, we invite you to apply for the Private Wealth Management (PWM) Instructor | Wealth Education & Investment Strategy Development position. Please forward cover letter & resume to: info@chrysoliteimcorp.com 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.
Career Opportunity
Appointment Setter | Business Development & Lead Generation Specialist
Virtual Appointment Setter | Business Development & Lead Generation Specialist
Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing
Company: Chrysolite Investment Management Corporation (Chrysolite IMC)
Location: Remote (Domestic 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 Compensation + Appointment Incentives + Performance Bonuses + Career Advancement Opportunities
Build Relationships. Create Opportunities. Launch Your Sales Career.
Chrysolite Investment Management Corporation (Chrysolite IMC) is seeking motivated, professional, and results-driven Virtual Appointment Setters | Business Development & Lead Generation Specialists to support the continued growth of our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing divisions.
This role is designed for individuals who enjoy professional communication, connecting with business owners and prospective clients, generating qualified opportunities, and supporting a high-performing sales organization.
The Virtual Appointment Setter plays an important role in helping our sales team identify potential clients, initiate conversations, qualify opportunities, and schedule strategic meetings with qualified prospects.
If you are organized, confident on the phone, motivated by goals, and interested in developing a career in business development and sales, we encourage you to apply.
Position Summary
The Virtual Appointment Setter is responsible for conducting outbound prospecting activities, engaging potential clients, qualifying interest, scheduling appointments, and maintaining accurate lead information within the Company's CRM system.
This position supports Account Executives, Senior Account Executives, Senior Asset Managers, and Sales Leadership by creating qualified sales opportunities and maintaining a consistent appointment pipeline.
The successful candidate will demonstrate professionalism, persistence, strong communication skills, and the ability to build rapport with prospective clients.
Primary Responsibilities
Lead Generation & Prospecting
- Conduct outbound calls to prospective business clients and individuals.
- Contact qualified leads through phone, email, and approved communication channels.
- Introduce Chrysolite IMC and its Private Wealth Management and Commercial Real Estate investment solutions.
- Identify prospect needs, interests, and potential opportunities.
- Qualify prospects based on established criteria.
- Maintain organized lead lists and prospect records.
Appointment Setting Responsibilities
- Schedule qualified appointments for Account Executives and Senior Sales Professionals.
- Confirm appointment details with prospects.
- Maintain appointment calendars and scheduling accuracy.
- Provide appointment notes and prospect information to assigned sales representatives.
- Follow up with prospects regarding scheduled meetings.
- Track appointment outcomes and next steps.
CRM & Reporting Responsibilities
- Maintain accurate and complete CRM records.
- Document prospect conversations, activities, and follow-up requirements.
- Submit daily activity reports and appointment tracking information.
- Maintain updated lead status and pipeline information.
- Follow Company reporting procedures and documentation standards.
Daily Activities May Include
- Reviewing assigned prospect lists.
- Completing outbound calling activities.
- Sending professional follow-up communications.
- Qualifying prospective clients.
- Scheduling appointments.
- Updating CRM records.
- Participating in sales meetings and training sessions.
- Reviewing performance metrics and goals.
Qualifications
Required Qualifications
- High school diploma or equivalent.
- Strong verbal communication skills.
- Professional phone presence.
- Ability to communicate clearly and confidently.
- Strong organizational skills and attention to detail.
- Ability to work independently in a remote environment.
- Reliable internet connection and professional home office setup.
- Basic computer skills, including email, spreadsheets, and CRM systems.
Preferred Qualifications
- Previous appointment setting experience.
- Call center experience.
- Sales, customer service, telemarketing, or business development background.
- Experience with CRM platforms.
- Interest in financial services, investments, commercial real estate, or business consulting.
Core Competencies
Competency
Description
Communication
Ability to communicate professionally with prospects
Relationship Building
Ability to establish trust quickly
Persistence
Ability to maintain consistent outreach efforts
Organization
Ability to manage leads, schedules, and documentation
Accountability
Commitment to achieving activity goals
Professionalism
Represents the Company with integrity
Learning Ability
Willingness to learn products, services, and sales methods
Performance Expectations (KPIs)
Virtual Appointment Setters are expected to maintain consistent activity and performance standards, including:
Performance Area
Expectations
Outbound Prospecting
Consistent daily outreach activity
Lead Qualification
Identify qualified opportunities
Appointment Setting
Schedule quality sales meetings
CRM Compliance
Complete accurate documentation
Follow-Up
Maintain prospect communication
Training Completion
Successfully complete required training
Team Support
Provide quality opportunities for sales professionals
Performance expectations are established by management based on business objectives, market opportunities, and individual development level.
REQUIREMENTS | Home office quite work environment
• Computer with Microsoft Office (Word, Excel & PPT) and a reliable high-speed internet
• Dedicated landline phone system w/Professional headset or Mobile phone w/ Link-up app to link-up to computer w/headset
• Quiet work environment
• Clear, fluent English
• Comfortable with b2b prospect cold calling
Compensation & Incentive Opportunities
Chrysolite IMC offers a performance-based compensation structure that may include:
- Competitive base compensation
- Qualified appointment incentives
- Performance bonuses
- Lead conversion incentives
- Sales achievement recognition
- Professional development opportunities
- Career advancement opportunities
Specific compensation details will be discussed during the interview process and documented within the applicable employment agreement and compensation plan.
Benefits
Eligible employees may receive access to benefits including:
- Medical, dental, and vision benefits
- Paid holidays and time off
- Retirement savings opportunities
- Professional training programs
- Sales development academy
- Leadership advancement opportunities
- Employee recognition programs
Benefits are subject to Company policies and applicable eligibility requirements.
Training & Development Program
New Virtual Appointment Setters receive training in:
- Chrysolite IMC company overview
- Private Wealth Management fundamentals
- Commercial Real Estate investment fundamentals
- Lead generation strategies
- Appointment-setting techniques
- B2B communication skills
- Cold calling fundamentals
- Objection handling
- CRM procedures
- Client communication standards
Career Advancement Path
Chrysolite IMC provides a structured career growth pathway:
Virtual Appointment Setter
⬇
Sales Representative (SR)
⬇
Account Executive (AE)
⬇
Senior Account Executive (SAE)
⬇
Major Account Executive (MAE)
⬇
Senior Asset Manager I
⬇
Senior Asset Manager II
⬇
Business Development Sales Manager (BDSM)
⬇
Director of Sales | Executive Leadership & Revenue Growth
Why Join Chrysolite IMC?
At Chrysolite Investment Management Corporation, we believe strong client relationships begin with professional communication, consistent follow-through, and a commitment to delivering value.
This position provides an opportunity to develop valuable sales, communication, and business development 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 appointment-setting assessment
- Completion of employment documentation
- New hire training and onboarding
Apply Today
If you are motivated, professional, and interested in developing a career in business development, sales, and client relationship management, we invite you to apply for the Virtual Appointment Setter | Business Development & Lead Generation Specialist position. Please forward cover letter & resume to: info@chrysoliteimcorp.com 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.