Overview
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 Tampa, FL.
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 (*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 Construction
Vice President of Construction. This position will report to the President of Construction. Complete oversight of the Construction Team. Partner with the Construction Executive in the drafting of client proposals. ...
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, ...
Regional Vice President, Sales
The Regional Vice President, Sales will be responsible for generating sales from new logos and existing customers for the company. This position may be field-based or based at one of MHK’s offices in Tampa, FL or Madison, CT; if not based in one of MHK’s offices, candidates must have experience work...
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
This is an inside sales role with an Investment firm and the primary responsibilities are calling high-net-worth leads that the firm provides, scheduling video meetings with prospective clients for the purpose of gathering new assets (clients for the firm). The firm receives thousands of pre-qualifi...
Vice President - Client Services (P&C)
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...
Entry Level Remote Sales
Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system, and the insurance needs of the customers in the geographic areas in which you choose to work. About Us: Simple Soluti...
Vice President - Client Services (Blues)
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...
Executive Assistant- Senior Vice President of Operations
The Executive Assistant’s primary role is to assist the Senior Vice President of Operations and the Operations Team by regularly exercising discretion and independent judgment to ensure compliance with existing state contracts. Must be able to regularly exercise independent judgment in managing and ...