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Vice President of Sales

Company: Fisher Investments
Location: Plano
Posted on: October 10, 2021

Job Description:

Overview:

If you are ‘stuck’ in your current financial sales position and feel that service requirements are hindering your ability to develop in sales, you're in the right place! As a Vice President of Sales with Fisher Investments you will focus 100% on sales – no service. Qualified leads are provided to you every month so there's no cold calling. Take advantage of well-defined promotion opportunities and join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.

 

The Opportunity:

 

Take control of your financial future with an uncapped commission compensation structure. You will be supported by a dedicated team that provides personal sales support, client service, marketing, research and more. You will report to the US Private Client Group Inside Sales Leader who will make sure you have all the resources you need for the sales process. Our mentors and training will give you the tools you need to become a top sales person and receive consideration for our Outside Sales positions within 2 years. This position is located in the Dallas, TX area (not a remote role). 

 

The Day-to-Day:

  • Be the voice of Fisher Investments to prospective clients who have requested information.
  • Review prospects’ personal financial situation and provide solutions
  • Educate prospective clients on the competitive landscape and how Fisher Investments differs
  • Receive training in advanced phone sales techniques, finance, capital markets and portfolio management

Your Qualifications:

  • 2+ years experience working in financial services
  • Current Investment Adviser Representative designation, OR FINRA Series 65, OR a combination of FINRA Series 7 & 66, OR qualifying financial professional designations
  • Success persuading and educating potential clients
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

Why Fisher Investments:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, 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
  • 20 days of PTO*, plus 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

 

*California employees accrue up to 17 days of PTO and 3 days of sick time per year. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

Keywords: Fisher Investments, Plano , Vice President of Sales, Other , Plano, Texas

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