Regional Vice President of Sales - Financial Services

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Are you a financial professional eager to focus entirely on sales? Join our dynamic team as a Regional Vice President of Sales at a privately held, multi-billion-dollar global investment firm. In this role, you will cover a designated territory and manage responsibilities remotely, with no cold calling required as qualified leads flow directly to you. Put our clients first and help us to enhance the investment universe! The Opportunity: You will present Fisher Investment's top-tier wealth management solutions to high-net-worth prospects. Reporting directly to the Director of Sales, you will receive comprehensive training and resources designed to ensure your success, supported by a talented team in sales, client services, marketing, and research. Your Day-to-Day Activities Will Include: Converting prospects into valued clients by demonstrating the unique advantages of choosing Fisher Investments. Engaging with high-net-worth prospects to assess their financial situation and offer tailored solutions. Educating potential clients on the diverse range of offerings provided by Fisher Investments. Participating in ongoing training to enhance your skills in advanced phone sales techniques, finance, capital markets, and portfolio management. Holding meetings with prospects either face-to-face or virtually within your local area, while working from your home office. Your Qualifications: A minimum of 5 years' experience in the financial services industry. Possession of FINRA Series 65, or a combination of FINRA Series 7 and 66 is preferred. A proven track record of achieving results over multiple years. Demonstrated experience with high-volume phone activities and in-person client meetings. Compensation Structure: This position operates on a commission/variable pay basis, ranging from a $100,000 salary to no base, steadily decreasing; earnings consist of a percentage from management fees from the first year and trailers for new business. Enjoy uncapped performance-based earnings potential, with a possibility of achieving a 7-figure income; average earnings typically reach the mid to high six figures within two years. Why Choose Fisher Investments? At Fisher Investments, we strive for a larger purpose: to improve the investment universe. We take pride in our inclusive culture and robust learning and development programs tailored to each employee. Recognized as a Great Place to Work, we believe in investing in our people by offering exceptional benefits: 100% coverage for medical, dental, and vision premiums for you and your qualifying dependents. A generous 50% 401(k) match, up to the IRS maximum. Family Support programs, including 8 weeks of Paid Primary Caregiver Leave, $10,000 for fertility and family planning assistance, as well as backup care options for children, adults, and elders. Fisher Investments is proud to be an equal opportunity employer.
Location:
Franklin, WI, United States
Category:
Management Occupations