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Fisher Investments · 2 days ago

Financial Services Vice President of Sales

Plano, TX

Full-time

Onsite

Mid Level

$500K/yr - $600K/yr

2+ years exp

Fisher Investments is a privately-held, multi-billion dollar global investment firm seeking a Financial Services Vice President of Sales. This role focuses on phone-based sales, where you will engage with prospective clients, assess their financial situations, and provide tailored solutions without the need for cold calling.

Financial Services

Comp. & Benefits

Responsibilities

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

Qualification

Financial services experienceFINRA Series 65Sales techniquesPortfolio managementPersuasion skills

Required

2+ years experience working in financial services

Multi-year track record of success driving results

Success persuading and educating prospects

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, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care