Regional VP of Sales – High-Net-Worth (Remote, Uncapped)

Fisher Investments; Lower Montville (NJ); Vor Ort; USD 225.000 - 275.000; Vollzeit

Benefits dieser Stelle

100% paid medical, dental and vision

50% 401(k) match

Family support programs including Paid

Great Place to Work Certification

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Sales in financial services

High-volume phone activity

In-person meetings

Track record of success

Ausbildung

FINRA Series 65

FINRA Series 7 & 66

Jobbeschreibung

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.