Vice President of Sales - Financial Services

Company: Fisher Investments
Location: Cortez
Posted on: May 13, 2022

Job Description:

If you are "-- -stuck' in your current financial sales position and feel that service requirements are hindering your ability to develop in sales, you're in the right place! As a Vice President of Sales with Fisher Investments you will focus 100% on sales - no service. Qualified leads are provided to you every month so there's no cold calling. Take advantage of well-defined promotion opportunities and join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Take control of your financial future with an uncapped commission compensation structure. You will be supported by a dedicated team that provides personal sales support, client service, marketing, research and more. You will report to the US Private Client Group Inside Sales Leader who will make sure you have all the resources you need for the sales process. Our mentors and training will give you the tools you need to become a top sales person and receive consideration for our Outside Sales positions within 2 years. This position is located in Tampa, FL (not a remote role). The Day-to-Day:
Be the voice of Fisher Investments to prospective clients who have requested information.
Review prospects' personal financial situation and provide solutions
Educate prospective clients on the competitive landscape and how Fisher Investments differs
Receive training in advanced phone sales techniques, finance, capital markets and portfolio management
Your Qualifications:
2+ years experience working in financial services
Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
Success persuading and educating potential clients
Why Fisher Investments: At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days annually
A cumulative learning and development framework customized for every employee
An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better.-- -Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. *California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Palmetto , Vice President of Sales - Financial Services, Executive , Cortez, Florida