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Vice President of Sales – Financial Services

RemoteWorker US

Miami (FL)

Remote

USD 100,000 - 150,000

Full time

2 days ago
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Job summary

RemoteWorker US is seeking a Vice President of Sales – Financial Services to manage client relationships and present wealth management solutions. This position offers the opportunity to work with a global investment firm, where you will benefit from comprehensive support and training in a competitive commission-based environment. The role allows you to make a significant impact while pursuing uncapped earning potential.

Benefits

100% paid medical, dental and vision premiums
50% 401(k) match
Family Support programs including paid primary caregiver leave
$10,000 fertility and family forming assistance

Qualifications

  • 5+ years experience in financial services.
  • Preferred FINRA Series 65 or Series 7 and 66 certifications.
  • Proven track record in sales.

Responsibilities

  • Convert prospects to clients by showcasing key differences.
  • Engage with high-net-worth prospects to evaluate their financial situation.
  • Train in sales techniques, finance, and portfolio management.

Skills

Sales
Financial Services
Client Engagement
Advanced Phone Sales Techniques

Education

FINRA Series 65 or Series 7 and 66

Job description

Vice President of Sales – Financial Services

Join to apply for the Vice President of Sales – Financial Services role at RemoteWorker US

Vice President of Sales – Financial Services

18 hours ago Be among the first 25 applicants

Join to apply for the Vice President of Sales – Financial Services role at RemoteWorker US

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 Southeast Region includes the following states: Florida, Georgia, and Alabama.

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

Seniority level
  • Seniority level
    Executive
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Sales and Business Development
  • Industries
    Staffing and Recruiting

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