Regional Vice President of Sales

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Present wealth management solutions from Fisher Investments to high-net-worth prospects.

• Convert prospects into clients by highlighting the unique advantages of Fisher Investments.

• Engage with high-net-worth individuals to assess their financial situations and offer tailored solutions.

• Educate potential clients about the diverse offerings available at Fisher Investments.

• Participate in continuous training focused on advanced phone sales techniques, finance, capital markets, and portfolio management.

• Meet with prospects either in person or virtually within your designated territory.

• Manage other aspects of your business remotely.

• Report to the Director of Sales and collaborate with the sales support, client services, marketing, and research teams.

⛳️ Requirements

• Over 5 years of experience in the financial services industry.

• Possession of FINRA Series 65, or a combination of FINRA Series 7 and 66 is preferred.

• Proven track record of success in achieving results over multiple years.

• Experience in handling high-volume phone interactions and conducting in-person meetings.

• Must reside within a driving distance of the designated territory.

• Capability to meet prospects either face-to-face or virtually in your local area.

🏝️ Benefits

• Full coverage of medical, dental, and vision premiums for you and your eligible dependents.

• A 50% match on your 401(k), up to the maximum allowed by the IRS.

• Eight weeks of Paid Primary Caregiver Leave.

• $10,000 assistance for fertility, family formation, and hormonal health.

• Back-up care options for children, adults, and the elderly.

• Continuous training in advanced phone sales techniques, finance, capital markets, and portfolio management.

• An inclusive company culture.

• A personalized learning and development framework tailored for each employee.