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

📋 Description

• Transform prospects into clients by demonstrating the unique advantages of Fisher.

• Interact with affluent prospects to assess their financial circumstances and offer tailored solutions.

• Inform potential clients about the diverse range of services provided by Fisher Investments.

• Engage in continuous training focused on advanced sales techniques over the phone, as well as topics in finance, capital markets, and portfolio management.

• This is a home office position, with the requirement to meet prospects either in person or virtually within your designated area.

⛳️ Requirements

• Over 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 in achieving results over multiple years.

• Proficient in managing high volumes of phone interactions and conducting face-to-face meetings.

🏝️ Benefits

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

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

• Family Support initiatives, including 8 weeks of Paid Primary Caregiver Leave, assistance of $10,000 for fertility, family formation, and hormonal health, as well as backup care services for children, adults, and the elderly.