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Sales Strategist

Sales StrategistJob Summary:Are you a natural at sales with a passion for finance? Fisher Investments is looking for individuals like you to join our expanding workforce! No more cold calls- we put our trust in your abilities and provide you with qualified leads to help facilitate communication with clients and elevate investment prospects. Join Fisher Investments and begin a fulfilling and rewarding career.Job Duties and Responsibilities• Act as the critical bridge between Fisher Investments and potential clients, representing us with integrity and professionalism at all times.• Analyze the financial profile of clients and offer personalized recommendations to fulfill their investment needs.• Help clients gain an edge over their competitors by keeping them informed about the latest market trends and competitive landscape.• Participate in regular training sessions to refine your skills in phone-based sales tactics, the finance industry, and portfolio administration.• Collaborate closely with an exclusive assistance group to deliver a seamless experience for customers.Qualifications and Experience:• The potential applicant must possess a successful sales record and hold at least two years' experience within the financial services industry.• The ideal candidates for this job are those who hold a FINRA Series 65 certification or a blend of FINRA Series 7 and 66.• Competency in interacting effectively and forming a rapport with patrons.• Documented aptitude in producing desired effects and convincingly instructing and influencing clients.Benefits of the Position• A compensation system that rewards performance without limits can result in earning a six-figure income.• Our dedicated team is committed to providing you with extensive training and continuous support to achieve your desired level of success.• The option to expand one's professional skills and progress through the company's ranks.• With no travel required, this phone-based sales position offers a healthy work-life balance.• Merge with a well-regarded, privately-held, multi-billion dollar investment firm that is dedicated to enriching the investment landscape.Salary:This position has the potential to be highly rewarding for sales professionals driven to excel, thanks to a remuneration structure that includes performance-based pay without income limits.About Company:Fisher Investments is a prestigious investment firm that puts clients' needs first and continually seeks to enhance the investment universe. Our focus on tailoring investment strategies and offering exceptional service sets us apart from the rest, while our inclusive culture, personalized learning and development framework, and comprehensive benefits package make us an industry leader. Join us and play a role in revolutionizing finance.
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CEO of Fisher Investments
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Damian Ornani
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You’ll find that we’re a different kind of investment firm than most in the industry and work for a bigger purpose: bettering the investment universe. We are driven to make things better for our employees, our clients and the industry. We invit...

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Full-time, on-site
DATE POSTED
November 21, 2024

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