Regional Vice President of Sales (Pacific South)
About The Position
Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Pacific South Region includes Southern California. This is a 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
- Multi-year track record of success driving results
- Experience in high-volume phone activity and in-person meetings
Nice To Haves
- FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
Responsibilities
- 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
