What are the responsibilities and job description for the Vice President of Financial Sales position at TalentAlly?
Looking for a role in financial services that is 100% sales-focused, offers uncapped performance-based compensation? Fisher Investments is hiring! Take your next step in your financial sales career by joining our privately-held, multi-billion dollar global investment firm as a Vice President, Financial Sales. We put our clients first as we aim to better the investment universe.
The Opportunity
You will be the voice of Fisher Investments to prospective clients. While you focus solely on sales, you will be supported by dedicated teams in sales support, client service, marketing, research and more. In addition to dedicated support, ongoing development resources are available, to ensure your success. No cold-calling or prospecting - warm leads provided through Fisher Investments' marketing efforts. This is a full-cycle sales role focused on wealth management of high-net-worth individuals. This is an in-office job located in Camas, WA.
The Day-to-Day
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
PDN-a11f6605-dc4a-4db2-a04e-cffa287e4ff2
The Opportunity
You will be the voice of Fisher Investments to prospective clients. While you focus solely on sales, you will be supported by dedicated teams in sales support, client service, marketing, research and more. In addition to dedicated support, ongoing development resources are available, to ensure your success. No cold-calling or prospecting - warm leads provided through Fisher Investments' marketing efforts. This is a full-cycle sales role focused on wealth management of high-net-worth individuals. This is an in-office job located in Camas, WA.
The Day-to-Day
- Review prospects' personal financial situation and provide solutions
- Educate prospective clients on the competitive landscape
- Benefit from ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management with defined upward career trajectory
- No travel is required as this position is focused on phone-based sales or virtual connections
- 2 years experience working in financial services
- FINRA Series 65 or a combination of FINRA Series 7 and 66
- Quantifiable track record of success
- Success persuading and educating prospects
- Commission/variable pay based position - $100,000 - $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
- This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 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
PDN-a11f6605-dc4a-4db2-a04e-cffa287e4ff2
Salary : $100,000