Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
VP Sales Operations image - Rise Careers
Job details

VP Sales Operations

VP Sales OperationsJob Summary:If you're a financial whiz with a knack for sales, Fisher Investments wants you on our team. Get ready for an exciting role free from cold calling and focused on serving clients and enhancing investment opportunities through our quality leads. Grow as a professional and make a lasting impact with Fisher Investments.Job Duties and Responsibilities• Represent Fisher Investments to potential clients as the principal point of contact, always exhibiting our firm's values of integrity and professionalism.• Survey the financial status of clients and propose tailor-made plans to accommodate their investment demands.• Assist clients in making informed decisions by sharing valuable knowledge about the market trends and competition.• Engage in continuous education to elevate your knowledge and expertise in sales techniques, finance, and investment management over the phone.• Co-work in close tandem with a dedicated client service team to deliver a seamless experience for customers.Qualifications and Experience:• To be considered for the position, the candidate must exhibit a proven track record of success in sales and at least two years of experience within the financial services industry.• This job position favors candidates who possess a FINRA Series 65 certification or a mix of FINRA Series 7 and 66.• A talent for effective communication and building a meaningful relationship with customers.• Accomplished expertise in driving desired outcomes while effectively teaching and swaying customers.Benefits of the Position• The income potential is unlimited given the compensation structure is linked to performance, offering the chance to earn six figures.• Our team is committed to your success and will provide you with rigorous training and ongoing support to ensure you succeed.• Prospects for professional advancement and development within the enterprise.• This sales opportunity offers work-life balance without the need for travel.• Align with a reputable, privately-held, multi-billion dollar investment firm that is committed to enhancing the investment universe.Salary:A gratifying career path awaits ambitious salespeople thanks to this opening, which promises a performance-based remuneration system with no limit to earnings.About Company:Fisher Investments is an esteemed investment company that is entirely dedicated to putting clients first and advancing the investment industry. We concentrate on providing unmatched service and crafting custom-made investment plans, while our emphasis on inclusivity, individualized learning and development, and complete benefits package make us stand out. Join us and become a part of the exciting world of finance.
Fisher Investments Glassdoor Company Review
3.9 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
Fisher Investments DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Fisher Investments
Fisher Investments CEO photo
Damian Ornani
Approve of CEO

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...

57 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
November 23, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!