Regional Vice President of Sales (Northeast)

Fisher Investments; Gunnison (CO); Remote; USD 158,000 - 193,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Family support programs

Paid caregiver leave

Fertility assistance

Job summary

Fisher Investments is seeking a Regional Vice President of Sales to cover a territory within driving distance while handling remote responsibilities. Qualified lead flow will be provided and no cold calling is required.

You will report to the Director of Sales and work with sales support, client services, marketing, and research. The Northeast region is listed in the job description and travel within the territory is expected.

Qualifications

• 5+ years in financial services.
• FINRA Series 65 or 7/66 preferred.
• Experience in high-volume phone activity and in-person meetings.

Responsibilities

• Convert prospects to clients by showcasing Fisher Investments' differentiation.
• Engage with high-net-worth prospects to assess financial situations and provide solutions.
• Educate prospective clients on Fisher Investments offerings.
• Participate in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management.

Skills

Sales experience

Phone sales

Client engagement

Education

FINRA Series 65

FINRA Series 7+66

Job description

Overview

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 Northeast Region includes the following states: Connecticut, Rhode Island, Massachusettes, Vermont, New Hampshire, and Maine.

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