Regional Vice President of Sales (South)

Fisher Investments; United States; Remote; USD 100,000 - 120,000; Full time

Job summary

An established industry player is seeking a Regional Vice President of Sales to drive client engagement and showcase wealth management solutions. This role is perfect for financial professionals eager to leverage their sales expertise without the burden of cold calling. You will work with a supportive team and have access to extensive training resources to ensure your success. With a focus on high-net-worth clients, this position offers the potential for uncapped earnings and a fulfilling career in a company dedicated to bettering the investment universe. Join a culture that values inclusivity and professional growth, and enjoy exceptional benefits while making a meaningful impact.

Benefits

100% Paid Medical, Dental and Vision Premiums

50% 401(k) Match

Paid Primary Caregiver Leave

$10,000 Fertility Assistance

Back-up Care Programs

Qualifications

• 5+ years in financial services with a proven sales record.
• Preferred FINRA Series 65 or a combination of Series 7 and 66.

Responsibilities

• Convert high-net-worth prospects to clients by showcasing services.
• Engage and evaluate clients' financial situations to provide solutions.

Skills

Sales Techniques

Financial Services Knowledge

Client Engagement

Communication Skills

Education

FINRA Series 65

FINRA Series 7

FINRA Series 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 Investment’s 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 South Region includes the following states: Alabama, Georgia, Mississippi and Tennessee.

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:

• Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year’s management fees plus trailers for new business closed
• This role offers uncapped performance-based compensation with the possibility of a 7-figure income where average earnings normally reach the mid to high 6 figures within 2 years

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