Regional Vice President of Sales (Southeast) @ Fisher Investments | Jobright.ai
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Regional Vice President of Sales (Southeast) jobs in United States
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Fisher Investments · 1 day ago

Regional Vice President of Sales (Southeast)

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Financial Services
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Comp. & Benefits

Insider Connection @Fisher Investments

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Convert prospects to clients by showcasing the Fisher difference
Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
Educate prospective clients on the variety of Fisher Investment’s offerings
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial Services ExperienceFINRA Series 65Phone Sales TechniquesCapital Markets KnowledgePortfolio ManagementHigh-Volume Phone Activity

Required

5+ years experience working in financial services
Multi-year track record of success driving results
Experience in high-volume phone activity and in-person meetings

Preferred

FINRA Series 65 or a combination of FINRA Series 7 and 66

Benefits

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

Company

Fisher Investments

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Fisher Investments is an independent, fee-only investment adviser.

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-06-16Private Equity

Leadership Team

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Christer Crusenvinge
Regional Director
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Company data provided by crunchbase
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