Regional Vice President of Sales (South Atlantic)

Fisher Investments,
Hybrid

About The Position

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. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. The South Atlantic Region includes the following states: Tennessee, North Carolina, and South Carolina.

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

Responsibilities

  • 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

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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