Regional Vice President of Sales – South Atlantic
Fisher Investments
full-time
Posted on:
Location Type: Remote
Location: North Carolina • South Carolina • United States
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Job Level
About the role
- Present Fisher Investments wealth management solutions to high-net-worth prospects
- Report to the Director of Sales who will provide training and resources for success
- Engage with high-net-worth prospects to evaluate their financial situation and provide solutions
- Educate prospective clients on the variety of Fisher Investment’s offerings
- Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
Requirements
- 5+ years experience working in financial services
- FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
- Multi-year track record of success driving results
- Experience in high-volume phone activity and in-person meetings
Benefits
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
advanced phone sales techniquesfinancecapital marketsportfolio management
Soft skills
engagementcommunicationevaluationpresentationtraining
Certifications
FINRA Series 65FINRA Series 7FINRA Series 66