Remote Position
[Remote] Regional Vice President of Sales (Southeast)
🌍 Remote · United States
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. Fisher Investments is hiring a Regional Vice President of Sales to present its wealth management solutions to high-net-worth prospects. The role focuses on converting and educating prospects, assessing their financial situations, and meeting them in a local territory, in person or virtually.
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 preferred
Benefits
- Commission-first position with uncapped earning potential; monthly commission is a percentage of estimated first year’s management fees, with the role moving to fully commissioned by the start of year 3.
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 8 week Paid Primary Caregiver Leave
- $10,000 fertility, family forming, and hormonal health assistance
- Back-up child, adult, and elder care
- Learning and development framework customized for every employee
- Home office position; manage other parts of the business remotely while meeting prospects face-to-face or virtually in the local territory
Company Overview