Regional Vice President of Sales – Ohio Valley

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

📋 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.

• Interact with high-net-worth individuals to assess their financial situations and propose suitable solutions.

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

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

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

• Oversee the territory and conduct business operations remotely.

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

⛳️ Requirements

• A minimum of 5 years of experience in the financial services sector.

• Preferred qualifications include FINRA Series 65 or a combination of FINRA Series 7 and 66.

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

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

• Capability to meet with prospects in person or virtually within the local territory.

• The territory encompasses Ohio, West Virginia, and Pittsburgh, Pennsylvania.

• Must be able to work remotely from a home office and effectively manage business operations.

🏝️ Benefits

• Comprehensive coverage for medical, dental, and vision premiums for you and eligible dependents at no cost.

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

• Eight weeks of Paid Primary Caregiver Leave.

• Assistance of $10,000 for fertility, family formation, and hormonal health needs.

• Access to back-up childcare, adult care, and elder care services.

• A culture that promotes inclusivity.

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

• Certification as a Great Place to Work.

• Unlimited earning potential.

• Starting base pay of $175,000 before transitioning to a fully commissioned role by the end of year 3.