Vice President of Sales – Financial Services

Fisher Investments; Plano (TX); Remote; USD 100,000 - 200,000; Full time

Job summary

A forward-thinking company is seeking a Vice President of Sales focused on financial services. This role eliminates cold calling and provides qualified leads, allowing you to prioritize client success. With an emphasis on ongoing training in advanced sales techniques and finance, you will represent the firm to prospective clients and educate them on their financial options. Enjoy a supportive culture with tailored learning programs and comprehensive benefits, including 100% paid medical premiums and generous PTO. This is an exciting opportunity to thrive in a performance-driven environment with uncapped earnings potential.

Benefits

100% paid medical, dental, and vision premiums

50% 401(k) match

20 days PTO plus 10 paid holidays

Paid Primary Caregiver Leave

Fertility and family forming assistance

Hormonal health support

Backup care options

Qualifications

• Minimum of 2 years experience in financial services required.
• Proven success in achieving results and educating prospects.

Responsibilities

• Represent the firm to prospective clients and assess their financial situations.
• Educate prospects on the competitive landscape and recommend solutions.

Skills

Sales Techniques

Financial Services Knowledge

Persuasion Skills

Client Education

Education

FINRA Series 65

FINRA Series 7

FINRA Series 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.

Position Overview

Are you a financial professional seeking a role focused solely on sales? Take advantage of our clear promotion path, where qualified leads are provided and cold calling is eliminated. Join our privately-held, multi-billion dollar, global investment firm to prioritize client success and enhance the investment universe.

Responsibilities

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

Qualifications

• Minimum of 2 years experience in financial services
• FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
• Proven success in achieving results
• Effective at persuading and educating prospects

Compensation

This role offers uncapped, performance-based compensation, with average earnings reaching mid-six figures within three to four years.

Why Choose Fisher Investments

We aim to improve the investment universe. Our inclusive culture, tailored learning and development programs, and Great Place to Work Certification reflect our commitment. We invest in our people by offering benefits such as:

• 100% paid medical, dental, and vision premiums for employees and qualifying dependents
• 50% 401(k) match up to IRS limits
• 20 days PTO plus 10 paid holidays
• Family support programs including 8-week Paid Primary Caregiver Leave, fertility and family forming assistance, hormonal health support, and backup care options

Fisher Investments is an equal opportunity employer.