Regional Vice President of Sales, Rust Belt

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.

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

• This is a home office position, with the expectation to engage with prospects either face-to-face or virtually within your local territory.

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

⛳️ Requirements

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

• Preference for candidates with FINRA Series 65 or a combination of FINRA Series 7 and 66.

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

• Experience in managing high-volume phone activity as well as in-person meetings.

🏝️ Benefits

• 100% of medical, dental, and vision premiums covered for you and your eligible dependents.

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

• Family Support programs that include 8 weeks of Paid Primary Caregiver Leave, $10,000 for fertility, family formation, and hormonal health assistance, along with back-up care for children, adults, and the elderly.