Regional Vice President of Sales – Mid-Atlantic

This is a fully remote position, open to applicants in New Jersey, +3 more states.

📋 Description

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

• Report directly to the Director of Sales who will offer training and resources.

• Highlight the unique benefits of Fisher to convert prospects into clients.

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

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

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

• Work from a home office with the expectation to meet prospects either 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 record of success in achieving results.

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

🏝️ Benefits

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

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

• Family support initiatives that include an 8-week Paid Primary Caregiver Leave, $10,000 assistance for fertility, family formation, and hormonal health, as well as backup care for children, adults, and elders.