Regional Vice President of Sales – Great Lakes

This is a fully remote position, open to applicants in Michigan, +1 more state.

📋 Description

• Present Fisher Investments' wealth management solutions to affluent 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 on the diverse range of offerings from Fisher Investments.

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

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

⛳️ 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 multi-year track record of achieving results.

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

🏝️ Benefits

• 100% 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 assistance, as well as backup care for children, adults, and the elderly.