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 Camas, WA.
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 :
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 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 (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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, ...
Vice-President of Marketing & Communications
Proficiency in relevant software, including MS Office, web analytics, CRM, Adobe CS, and Canva; experience with Squarespace preferred. Professional experience at a nonprofit is highly preferred. Proficiency in graphic design tools for developing marketing materials and creating visual concepts using...
Vice President Of Sales – Wealth Management
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, ...
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, ...
Vice-President of Marketing & Communications
Proficiency in relevant software, including MS Office, web analytics, CRM, Adobe CS, and Canva; experience with Squarespace preferred. Professional experience at a nonprofit is highly preferred. Proficiency in graphic design tools for developing marketing materials and creating visual concepts using...
Vice President of Sales – Wealth Management
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 - Client Services
Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention, expansion of services, utilization of supplier network. The Vice President - Client Services will be responsible for overall client relat...
Senior Sales Representative
Have 5 years of direct B2B sales experience with a proven track record of meeting and exceeding sales targets. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. The Senior Sales Representative role offers growth potential opp...
Senior Vice President - Client Services (Healthcare)
Establishes and maintains client account plans and ensures that action steps are implemented to achieve results in the areas of client satisfaction and retention, expansion of services, utilization of supplier network. Senior Vice President Client Services. As a member of the Everise family, you wil...
Sales & Business Development Associate, Enterprise Software *Remote*
Develops and maintains strong knowledge of full portfolio of assigned products and general knowledge of all CP & ESG software offerings . B2B sales/business development experience in a software/SaaS, non-manufacturing/Retail or service-related industry. Proficiency with Microsoft Office Suite (Word,...