Senior Financial Sales Consultant

4 days ago


St Petersburg, Florida, United States Fisher Investments Full time

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.
Your Qualifications
  • 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.
About the Role
  • 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.
Benefits
  • 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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