Bettering the Investment Universe
Regional Vice President of Sales – Northeast
Location
Connecticut + 6 moreAll locations: Connecticut | Maine | New Hampshire | New York | Massachusetts | Rhode Island | Vermont
Posted
1 day ago
Salary
$100K / year
Seniority
Lead
Job Description
Regional Vice President of Sales – Northeast
Fisher Investments
• Present Fisher Investments wealth management solutions to high-net-worth prospects • 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
Job Requirements
- 5+ 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
- Experience in high-volume phone activity and in-person meetings
Benefits
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 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
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• Present Fisher Investments wealth management solutions to high-net-worth prospects • Report to the Director of Sales who will provide training and resources • Showcase the Fisher difference to convert prospects to clients • Engage with high-net-worth prospects to evaluate their 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
• Present Fisher Investments wealth management solutions to high-net-worth prospects • 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
• Present Fisher Investments wealth management solutions to high-net-worth prospects • 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
• Present Fisher Investments wealth management solutions to high-net-worth prospects • 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
