Regional Vice President of Sales (Lower Midwest)
Core
Present Fisher Investments wealth management solutions to high-net-worth prospects and convert them to clients by evaluating their financial situations and providing tailored investment solutions.
Role type
Regional Vice President of Sales (Wealth Management)
Builds
Client acquisition and asset management relationships for high-net-worth individuals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
High-volume phone sales, in-person meeting management, financial services sales experience, prospect conversion, client education, advanced sales techniques
Preferred skills
FINRA Series 65, FINRA Series 7 and 66, capital markets knowledge, portfolio management expertise
Technologies
CRM systems, investment platforms, communication tools
Responsibilities
Engage with high-net-worth prospects to evaluate personal financial situations, educate prospective clients on Fisher Investments offerings, convert prospects to clients, meet prospects face-to-face or virtually in the local territory, participate in ongoing training in phone sales and finance
Seniority
Senior, hands-on IC