Regional Vice President of Sales (Southern Florida)

Fisher Investments Europe Limited; United States; Remote; USD 100,000 - 150,000; Full time

Job summary

An established industry player is seeking a Regional Vice President of Sales to lead their efforts in Southern Florida. This role focuses on converting high-net-worth prospects into clients without cold calling, as qualified leads are provided. You'll be supported by a dedicated team and have access to extensive training resources. The compensation package includes a competitive base salary with uncapped performance-based income potential, allowing for significant earnings growth. Join a firm that values inclusivity and invests in its employees through exceptional benefits and development opportunities.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match up to IRS maximum

Paid Primary Caregiver Leave

Fertility and family forming assistance

Back-up care options

Qualifications

• 5+ years of experience in financial services required.
• Proven success in driving results and engaging clients.

Responsibilities

• Convert prospects to clients by showcasing the Fisher difference.
• Educate prospective clients on Fisher Investment’s offerings.

Skills

Sales Techniques

Financial Services Knowledge

Client Engagement

Phone Sales

Education

FINRA Series 65

Series 7 and 66

Job description

Regional Vice President of Sales (Southern Florida)

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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 ensure you have the training and resources to succeed. You will also be supported by sales support, client services, marketing, research, and more.

The Southern Florida Region

Includes the state of Florida.

The Day-to-Day

• Convert prospects to clients by showcasing the Fisher difference
• Engage with high-net-worth prospects to evaluate their financial situations and provide solutions
• Educate prospective clients on Fisher Investment’s offerings
• Participate in ongoing training in phone sales techniques, finance, capital markets, and portfolio management
• This is a home office position with expectations to meet prospects face-to-face or virtually within your local territory

Your Qualifications

• 5+ years of experience in financial services
• FINRA Series 65 or a combination of Series 7 and 66 preferred
• Proven success in driving results
• Experience in high-volume phone activity and in-person meetings

Compensation

• Commission/variable pay position - $100,000+ base salary with a gradual step-down; includes a percentage of first-year management fees and trailers for new business
• Uncapped performance-based income, with potential to reach a 7-figure annual income; typical earnings mid to high 6 figures within 2 years

Why Fisher Investments

We aim to better the investment universe. We pride ourselves on our inclusive culture, tailored learning and development, and our Great Place to Work Certification. We invest in our people by offering exceptional benefits such as:

• 100% paid medical, dental, and vision premiums for employees and dependents
• 50% 401(k) match up to IRS maximum
• Family support programs, including Paid Primary Caregiver Leave, fertility and family forming assistance, and back-up care options

Fisher Investments is an Equal Opportunity Employer.