Regional Vice President of Sales – Pacific
Fisher Investments
full-time
Posted on:
Location Type: Remote
Location: California • Idaho • United States
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Job Level
About the role
- Present Fisher Investments wealth management solutions to high-net-worth prospects
- Convert prospects to clients by showcasing the Fisher difference
- Engage with high-net-worth prospects to evaluate their personal 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
- Home office position with the expectation to meet prospects face-to-face or virtually in your local territory
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
financial servicesphone sales techniquesportfolio managementcapital markets
Soft skills
client engagementcommunicationsales conversionrelationship building
Certifications
FINRA Series 65FINRA Series 7FINRA Series 66