Regional Vice President of Sales (Southeast)

Fisher Investments GmbH; Remote; EUR 80.000 - 100.000; Vollzeit

Zusammenfassung

A global investment firm in Germany is seeking a Regional Vice President of Sales to lead client engagement within a designated territory. The role involves converting high-net-worth prospects into clients without cold calling, leveraging incoming leads and extensive support resources. Candidates should have over 5 years of financial services experience and preferably hold FINRA Series 65 or an equivalent. Exceptional benefits include fully paid medical premiums and extensive family support programs.

Leistungen

100% paid medical, dental, and vision premiums

50% 401(k) match

Paid Primary Caregiver Leave

Aufgaben

• Convert prospects to clients by showcasing the unique value.
• Engage with high-net-worth prospects to evaluate financial situations.
• Educate prospective clients on investment offerings.
• Participate in training in phone sales and financial management.

Kenntnisse

5+ years experience in financial services

FINRA Series 65 or Series 7 and 66

Track record of success

High-volume phone activity

In-person meeting experience

Jobbeschreibung

Regional Vice President of Sales (Southeast)

Apply Now

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 Opportunity

Present Fisher Investments wealth management solutions to high-net-worth prospects. 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 Southeast Region includes the following states: Florida, Georgia, and Alabama.

The Day-to-Day

• 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

Your Qualifications

• 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

Why Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER