Regional Vice President of Sales (Lower Midwest)

Fisher Investments; Lower Montville (NJ); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

Family support programs including Paid

Great Place to Work Certification

Job summary

Fisher Investments, a privately held, global investment firm, seeks a Regional Vice President of Sales to cover a local territory within driving distance while managing other business aspects remotely.

You will work with qualified leads, report to the Director of Sales, and collaborate with sales support, client services, marketing, and research to help high-net-worth clients. Home-office role with face-to-face or virtual meetings in your territory.

Qualifications

• 5+ years experience in financial services.
• FINRA Series 65 or Series 7/66 preferred.
• Proven track record of driving results in high-volume sales.
• Experience in both phone-based outreach and in-person meetings.

Responsibilities

• Convert prospects to clients by showcasing the Fisher difference.
• Engage high-net-worth prospects to evaluate financial situations and provide solutions.
• Educate prospective clients on Fisher Investments offerings.
• Participate in ongoing training in phone sales, finance, capital markets and portfolio management.
• Work from a home office with local territory prospects in face-to-face or virtual meetings.

Skills

Sales in financial services

High-volume phone activity

In-person meetings

Track record of success

Education

FINRA Series 65

FINRA Series 7 & 66

Job description

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 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

Compensation:

• This is a commission-first position with uncapped earning potential. Base pay starts at $175,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year’s management fees.

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