Vice President of Sales – Financial Services

As the Vice President of Sales at Fisher Investments, your primary responsibilities include being the voice of the firm to prospective clients, reviewing their financial situations, and providing tailored investment solutions. You'll also educate clients on the competitive landscape of financial services, while partaking in ongoing training programs focused on advanced sales techniques and industry insights.

To be considered for the Vice President of Sales role at Fisher Investments, you should have at least 2 years of experience in the financial services industry. Preferred qualifications include having the FINRA Series 65 license or a combination of FINRA Series 7 and 66. A successful track record in sales and a skill for persuading and educating prospects are also key to your candidacy.

At Fisher Investments, you will receive comprehensive training designed to elevate your sales skills and industry knowledge. Support comes from a dedicated team, including the Inside Sales Manager who will guide you through advanced selling techniques, client engagement strategies, and extensive insights into finance, capital markets, and portfolio management.

The Vice President of Sales role at Fisher Investments is an onsite position located in West Palm Beach, FL. This setup allows you to collaborate closely with your dedicated support team while focusing on phone-based sales or virtual connections with clients, ensuring a productive work environment.

Fisher Investments offers an uncapped performance-based compensation structure for the Vice President of Sales, meaning the more you sell, the more you earn. Most sales professionals in this role typically achieve average earnings reaching mid-six figures within their first three to four years, reflecting the firm's commitment to recognizing and rewarding your hard work.

In answering this question, focus on your strategies for establishing trust, such as actively listening to clients' needs, personalizing your communication, and showing genuine interest in their financial goals. Highlight specific techniques that resonate well with decision-making, and share examples of successful client interactions.

Here, detail the sales techniques you’ve successfully employed in your previous roles, such as consultative selling, objection handling, and closing strategies. Provide concrete examples demonstrating how these techniques led to increased sales or client satisfaction, ensuring your answer showcases your hands-on expertise.

Outline your approach to assessing a client's financial status, which may include conducting in-depth discussions about their investments, expenses, and goals. Emphasize the importance of tailoring your recommendations based on this understanding, and illustrate your answer with a relevant experience.

Mention specific resources you utilize, such as industry publications, seminars, and webinars. Highlight any professional networks you’re part of and describe your continuous learning attitude—demonstrating a proactive approach to ensuring you’re informed about market trends and regulatory changes.

Use the STAR method (Situation, Task, Action, Result) to illustrate your experience in overcoming sales challenges. Describe the hurdle, your strategy for addressing it, and the positive outcome that followed. This showcases your problem-solving skills effectively.

Discuss your strategies for addressing client objections, including active listening, empathizing with their concerns, and providing data-backed responses. Detailing a specific example of how you successfully turned an objection into an agreement showcases your persuasive abilities.

Identify specific motivations such as achieving targets, helping clients reach their financial goals, or being part of a successful team. Consider linking these motivations to your personal philosophy about sales and success, illustrating how they align with Fisher Investments' values.

Research and highlight features or values that differentiate Fisher Investments, such as its commitment to client-centric solutions, unique company culture, or its Great Place to Work certification. Sharing insights about the company reinforces your genuine interest in the role.

Explain your prioritization strategies, such as assessing urgency based on client needs or business impact. Provide examples of time-management tools or methodologies you use to stay organized, ultimately showing that you can remain effective under pressure.

Frame your answer to reflect your ambition while aligning it with the potential growth opportunities at Fisher Investments. Discuss aspirations for advancement and the desire to contribute meaningfully to the firm's mission, illustrating long-term commitment.