Vice President of Sales - Financial Services

Fisher Investments - Dallas, TX

Full-time - Entry Level

Dallas, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

This position is focused on sales within a financial services context, specifically targeting prospective clients through phone-based interactions. The role emphasizes client education and financial solutions, supported by a dedicated team and a structured training program. The Inside Sales Manager oversees the position, ensuring that the employee has the necessary resources and training for success.

Responsibilities

• 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

Requirements

• 2+ years of 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

Benefits

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• 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