Financial Services Vice President of Sales

Fisher Investments

Odessa, FL

Full Time

Mid Level

6 days ago

Job Description

About the Role

Join our privately-held, multi-billion dollar, global investment firm as a Vice President of Sales in the financial services sector. This role is 100% focused on sales, providing qualified leads with no cold calling, and supporting clients to better the investment universe. The position is based in Tampa, FL, and offers a supportive environment with dedicated teams providing sales support, client service, marketing, and research. You will report to the Inside Sales Manager and receive training and resources to ensure success.

Key Responsibilities

Be the voice of Fisher Investments to prospective clients
Review prospects' personal financial situations and provide solutions
Educate prospective clients on the competitive landscape
Participate in ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management
Focus on phone-based sales or virtual connections with no travel required

Requirements

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

Nice to Have

FINRA Series 65 or a combination of Series 7 and 66

Qualifications

Experience in financial services
FINRA Series 65 or Series 7 and 66 (preferred)

Benefits & Perks

Uncapped performance-based compensation with average earnings reaching mid six figures within three to four years
100% paid medical, dental, and vision premiums for employee and 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 and family forming assistance, and back-up care for children, adults, and elders

Working at Fisher Investments

We work for a bigger purpose: bettering the investment universe. We take pride in our inclusive culture, learning and development framework customized for every employee, and our Great Place to Work Certification. The people at Fisher Investments are central to our purpose, and we invest in them through exceptional benefits and support.

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