Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling.
Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity :
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.
This onsite position is located in Plano, TX.
The Day-to-Day :
Be the voice of Fisher Investments to prospective clients
Review prospects' personal financial situation and provide solutions
Educate prospective clients on the competitive landscape
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications :
2+ 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
Success persuading and educating prospects
Compensation :
This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four 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
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Vice President of Sales – Financial Services
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. You will be supported by a dedicated team that provides sales support, client service, marketing, ...
Vice President of Sales – Financial Services
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. You will be supported by a dedicated team that provides sales support, client service, marketing, ...
Vice President of Employer Sales
A company is looking for a Vice President, Employer Sales (South) to oversee sales operations in the South Region. ...
Vice President of Operations, Show and Event Services
We are seeking a strategic and people-centric Vice President of Operations, Show and Event Services to manage the show services/operations department, to ensure the department maximizes its resources and productivity, exceeds customer satisfaction expectations, and achieves economic goals. Vice Pres...
Financial Services Vice President of Sales
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. You will be supported by a dedicated team that provides sales support, client service, marketing, ...
Senior Vice President of Finance
A company is looking for a Senior Vice President, Head of Finance. ...
Vice President of Construction Operations | Steel Erection
Vice President of Construction. Vice President of Construction Operations. Skilled at establishing and working collaboratively in a fast-paced, dynamic team environment with multiple projects and priorities, with an annual sales volume of around $50MM. We put our money where our mouth is and are pro...
Vice President, Dealer Sales
Proven experience as a Vice President, Sales, or similar executive leadership role in a fast-paced, growth-oriented company with a strong understanding of the automotive industry and technology trends. Reporting to the Chief Revenue Officer, and as a member of the CarOffer Executive Team, the. Maint...
Senior Vice President of Operations
We are looking for a Senior Vice President of Operations to lead and enhance our operations, bringing extensive knowledge and experience to our dynamic team. SGH has interests in comprehensive energy solutions, fuel supply, oil field services, logistics and transportation, real estate, private equit...
Vice President, Municipal Institutional Sales/ Public Finance
Open sales relationships to facilitate the growth of the municipal sales, trading and public finance businesses. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s succe...