Regional Vice President – Sales

Vaga não está no LinkedIn

🕒 2 dias atrás

🏄 California – Remoto

🏄 California – Remote

💵 $175.000 / ano

⏰ Tempo Integral

🔴 Especialista

👔 Vice-presidente

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Fisher Investments

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1979

💸 Finanças

💳 Fintech

👥 B2C

💰 Private Equity Round em 2024-06

Finance • Fintech • B2C

A Fisher Investments é uma consultora de investimentos reconhecida globalmente que oferece serviços personalizados de gestão de patrimônio para indivíduos, famílias e instituições. Fundada em 1979, a empresa se concentra na criação de portfólios de investimentos personalizados projetados para ajudar os clientes a atingirem seus objetivos financeiros. Com uma abordagem focada no cliente e um compromisso fiduciário, a Fisher Investments também oferece serviços de investimento institucional e soluções 401(k) para empresas, tornando-se uma das maiores consultoras de investimentos do país para pequenas e médias empresas.

Descrição

• 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 Fisher Investments' offerings • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management • Meet prospects face-to-face or virtually in the local territory • Manage the territory within driving distance while handling other parts of the business remotely • Report to the Director of Sales and work with sales support, client services, marketing and research teams

🎯 Requisitos

• 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 • Ability to cover a territory within driving distance • Ability to meet prospects face-to-face or virtually in the local territory

🏖️ Benefícios

• 100% paid medical, dental and vision premiums for you and your qualifying dependents • A 50% 401(k) match, up to the IRS maximum • 8 week Paid Primary Caregiver Leave • $10,000 fertility, family forming, and hormonal health assistance • Back-up child, adult, and elder care • Learning and development framework customized for every employee • Great Place to Work Certification • Uncapped earning potential