Vice President of Sales – Financial Services

Fisher Investments; Dallas (TX); Remote; USD 80,000 - 150,000; Full time

Job summary

An established industry player seeks a Vice President of Sales in Financial Services to join their dedicated team. This role offers a unique opportunity to engage with clients, assess their financial needs, and provide tailored solutions without the hassle of cold calling. With a commitment to client success and a focus on personal development, this position is ideal for a financial professional eager to excel in a supportive environment. Enjoy a competitive, performance-based compensation structure with the potential for significant earnings, alongside comprehensive benefits that prioritize employee well-being.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days PTO plus 10 holidays

Paid caregiver leave

Fertility assistance

Care support programs

Qualifications

• Minimum 2 years of experience in financial services.
• Strong persuasion and educational skills required.

Responsibilities

• Represent the firm to prospective clients.
• Assess financial situations and recommend solutions.
• Engage in ongoing training in sales techniques and finance.

Skills

Sales Techniques

Financial Services Knowledge

Persuasion Skills

Client Education

Education

FINRA Series 65

FINRA Series 7 and 66

Job description

Vice President of Sales – Financial Services

Join us to apply for the Vice President of Sales – Financial Services role at Fisher Investments.

Overview

We are seeking a dedicated financial professional focused on sales. This role offers well-defined promotion opportunities, qualified leads, and no cold calling. Join our global investment firm to prioritize client success and enhance the investment universe.

Responsibilities

• Represent Fisher Investments to prospective clients
• Assess prospects' financial situations and recommend solutions
• Educate clients on the competitive landscape
• Engage in ongoing training in sales techniques, finance, capital markets, and portfolio management
• This position is phone-based or virtual with no travel required

Qualifications

• Minimum 2 years of experience in financial services
• FINRA Series 65 or Series 7 and 66 preferred
• Proven success in achieving results
• Strong persuasion and educational skills

Compensation

Uncapped performance-based pay, with average earnings reaching mid six figures within 3-4 years.

Why Choose Fisher Investments

We aim to improve the investment universe. Our inclusive culture, personalized learning, and Great Place to Work Certification reflect our commitment. Benefits include:

• 100% paid medical, dental, and vision premiums for employees and dependents
• 50% 401(k) match up to IRS limits
• 20 days PTO plus 10 holidays
• Family support programs, including paid caregiver leave, fertility assistance, and care support

Fisher Investments is an equal opportunity employer.