Note: The job is a remote job and is open to candidates in USA. Fisher Investments is a privately held, multi-billion-dollar global investment firm, and they are seeking a Regional Vice President of Sales to manage a territory within driving distance. The role focuses on converting high-net-worth prospects into clients and providing them with tailored wealth management solutions.
Responsibilities
- Convert prospects to clients by showcasing the Fisher difference
- Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
- Educate prospective clients on the variety of Fisher Investment’s offerings
- Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
- Home office position with the expectation to meet prospects face-to-face or virtually in your local territory
Skills
- 5+ years experience working in financial services
- Multi-year track record of success driving results
- Experience in high-volume phone activity and in-person meetings
- FINRA Series 65 or a combination of FINRA Series 7 and 66
Benefits
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
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