Financial Services Vice President of Sales

Fisher Investments • Plano, TX

2d • Onsite

About The Position

Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity:
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX.
The Day-to-Day:
Be the voice of Fisher Investments to prospective clients
Review prospects' personal financial situation and provide solutions
Educate prospective clients on the competitive landscape
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections

Requirements

• 2+ 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
• Success persuading and educating prospects

Responsibilities

• Be the voice of Fisher Investments to prospective clients
• Review prospects' personal financial situation and provide solutions
• Educate prospective clients on the competitive landscape
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees