Regional Vice President of Sales

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

📋 Description

• Present Fisher Investments' wealth management solutions to affluent prospects.

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

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

• Inform potential clients about the diverse range of offerings from Fisher Investments.

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

• This is a home office position, with the expectation to meet prospects in-person or virtually within your local area.

⛳️ Requirements

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

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

• Proven multi-year track record of achieving results.

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

🏝️ Benefits

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

• A 50% match on 401(k) contributions, up to the IRS maximum limit.

• Family support programs including 8 weeks of Paid Primary Caregiver Leave, $10,000 for fertility, family formation, and hormonal health support, as well as backup care for children, adults, and elders.