Senior Financial Sales Consultant
4 days ago
Fisher Investments is a global investment firm that values innovation, excellence, and client satisfaction.
As a Senior Financial Sales Consultant with our company, you will have the opportunity to work in a dynamic environment where your skills and experience can thrive. This role offers uncapped performance-based compensation where average earnings normally reach mid-six figures within three to four years.
About the Opportunity- Be the voice of Fisher Investments to prospective clients, reviewing their personal financial situations and providing solutions.
- Educate prospects on the competitive landscape, utilizing ongoing training in advanced phone sales techniques, finance, capital markets, and portfolio management.
- No travel required, as this position focuses on phone-based sales or virtual connections.
- At least 2+ years of experience working in financial services, preferably with FINRA Series 65 or a combination of FINRA Series 7 and 66.
- A proven track record of success driving results and persuading and educating prospects.
- This onsite position is located in Tampa, FL, and reports to the Inside Sales Manager who will provide training and resources for success.
- You will be part of a dedicated team that offers sales support, client service, marketing, research, and more.
- We offer 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.
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