Financial Services Vice President of Sales

4 days ago

Clearwater, United States Fisher Investments Full time

Calling all financial professionals looking for a role 100% focused on sales Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.

 

The Opportunity:

 

You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.  This onsite position is located in Tampa, FL.

 

 The Day-to-Day:

  • Be the voice of Fisher Investments to prospective clients

  • Review prospects' personal financial situation and provide solutions

  • Educate prospective clients on the competitive landscape

  • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

  • No travel required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

  • 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

Compensation:

  • This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years

Why Fisher Investments:

 

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, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Vice President of Sales – Financial Services

    2 months ago

    Clearwater, United States Fisher Investments Full time

    Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will...

  • Canadian Client Development Vice President

    5 days ago

    Clearwater, United States Fisher Investments Full time

    Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment...

  • Canadian Client Development Vice President

    4 days ago

    Clearwater, United States Fisher Investments Full time

    Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. ...

  • Canadian Client Development Vice President

    47 minutes ago

    Clearwater, United States Fisher Investments Full time

    Are you a financial professional who enjoys building new and expanding current client relationships? As a Canadian Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment...

  • Financial Services Vice President of Sales

    2 months ago

    Clearwater, FL, United States Fisher Investments Full time

    Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will...

  • Client Development Financial Services VP

    1 month ago

    Clearwater, United States Fisher Investments Full time

    Are you a financial professional who enjoys building new and expanding current client relationships? As a ClientDevelopment Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.The...

  • Executive Vice President of Operations

    2 months ago

    Clearwater, United States Homeless Empowerment Program (HEP) Full time

    Are you an experienced leader with a passion for helping others? The Homeless Empowerment Program (HEP) is a Mission Based organization that is looking for a dynamic EVP to join their leadership team. The key purpose of this role is to work collaboratively with Senior Leadership and program staff to achieve organization wide objectives. The EVP plays an...

  • Commercial Insurance Sales and Service Representative

    1 week ago

    Clearwater, Florida, United States FrankCrum Full time

    FrankCrum Insurance AgencyWe are a family-owned commercial insurance agency with a diverse client base throughout the US, seeking a skilled Customer Service Representative to join our team.About the RoleIn this full-time position, you will have the opportunity to impact the FrankCrum business every day by providing general office support for commercial lines...

  • Client Development Financial Services VP

    2 weeks ago

    CLEARWATER, United States Fisher Investments Full time

    Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...

  • Client Development Financial Services VP

    1 month ago

    Clearwater, FL, United States Fisher Investments Full time

    Are you a financial professional who enjoys building new and expanding current client relationships? As a Client -Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. -The...

  • Vice President of Sales

    4 weeks ago

    Clearwater, FL, United States Fisher Investments Full time

    Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.   The Opportunity:   You...

  • Vice President-Chief Medical

    4 weeks ago

    Clearwater, FL, United States Fisher Investments Full time

    Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will...

  • Financial Representative Trainee

    4 weeks ago

    Clearwater, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    3 weeks ago

    Clearwater, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    4 weeks ago

    Clearwater, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    4 weeks ago

    Clearwater, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    7 days ago

    Clearwater, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales)-- Tampa, FL Location: Florida Work Type: Full Time Regular Job No: 503422 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • VP of Sales

    3 weeks ago

    Clearwater, United States CCB iHeartMedia + Entertainment, Inc. Full time

    Tampa Market Sales Leadership OpportunityiHeartMedia, the leading audio company in America, is seeking a dynamic Bilingual Sales leader to join our Florida team, based in Tampa.As a Vice President of Sales - Bilingual with iHeartMedia, you will lead a team of Account Executives to sell innovative and inclusive broadcast and digital marketing tools.You will...

  • Client Development Financial Services VP

    4 weeks ago

    Clearwater, FL, Pinellas County, FL; Florida, United States Fisher Investments Full time

    Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.   The...

  • Insurance Customer Service Representative

    2 months ago

    Clearwater, United States FrankCrum Full time

    FrankCrum is a Top Workplace! The FrankCrum Insurance Agency (FCIA) is a local family-owned commercial insurance agency with a diverse client base throughout the US. We are a consultative resource and provide detailed information to assist clients in making informed decision on their commercial insurance coverage needs. Our agency works with a wide range of...