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[Remote] Regional Vice President of Sales (Southeast)

Remote · USA Full-time New today

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 dedicated to bettering the investment universe. They are seeking a Regional Vice President of Sales to present wealth management solutions to high-net-worth prospects and manage client relationships within the Southeast region.

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

Company Overview

  • Fisher Investments is an independent, fee-only investment adviser. It was founded in 1979, and is headquartered in Plano, Texas, USA, with a workforce of 5001-10000 employees. Its website is https://www.fisherinvestments.com/en-us.
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