Financial Services Vice President of Sales

Fisher Investments; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player seeks a Financial Services Vice President of Sales to enhance client relationships and drive sales. This role offers a unique opportunity to work without cold calling, focusing instead on qualified leads and phone-based sales. With a supportive team and comprehensive training, you will be equipped to succeed in a dynamic environment. The company’s commitment to employee development and an inclusive culture makes it an ideal place for professionals looking to grow their careers. Join a firm where your contributions will make a significant impact in the investment universe.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days PTO plus 10 paid holidays

Family support programs

Qualifications

• Minimum 2 years of experience in financial services.
• Proven success in driving results and educating prospects.

Responsibilities

• Represent the firm to prospective clients and review their financial situations.
• Participate in ongoing training on phone sales techniques and portfolio management.

Skills

Sales Techniques

Financial Services Knowledge

Persuasion Skills

Education

FINRA Series 65

Series 7 and 66

Job description

Financial Services Vice President of Sales

Join to apply for the Financial Services Vice President of Sales role at Fisher Investments.

Overview

Calling all financial professionals 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 prioritize clients and enhance the investment universe.

The Opportunity

You will be supported by a dedicated team providing sales support, client service, marketing, research, and more. You will report to the Inside Sales Manager, who will ensure you have the training and resources needed for success. This is an in-office role located in Plano, TX.

Daily Responsibilities

• Represent Fisher Investments to prospective clients.
• Review prospects' financial situations and offer tailored solutions.
• Educate prospects about the competitive landscape.
• Participate in ongoing training on phone sales techniques, finance, capital markets, and portfolio management.
• No travel required; focus on phone-based or virtual sales connections.

Qualifications

• Minimum 2 years of experience in financial services.
• FINRA Series 65 or a combination of Series 7 and 66 preferred.
• Proven success in driving results.
• Effective at persuading and educating prospects.

Compensation

This role offers uncapped performance-based compensation, with average earnings reaching mid-six figures within three to four years.

Why Choose Fisher Investments

We are committed to bettering the investment universe. Our inclusive culture, tailored learning and development programs, and Great Place to Work Certification reflect our dedication. We offer exceptional benefits including:

• 100% paid medical, dental, and vision premiums for employees and dependents.
• 50% 401(k) match up to IRS maximum.
• 20 days PTO plus 10 paid holidays.
• Family support programs, including Paid Primary Caregiver Leave, fertility assistance, and back-up care services.

Fisher Investments is an equal opportunity employer.