- Financial Services Inside Sales Consultant Sherwood
- Fisher Investments in Sherwood, OR, United States
- jobs
- 1 month ago
jobs description
Calling all financial professionals with a CFA Level 1 or above! We are seeking a Financial Services Inside Sales Consultant to engage high-net-worth individuals in Canada over the phone. You will provide personalized solutions and help clients become part of our global investment firm. We offer a competitive commission-based compensation and exceptional benefits. Join us in our Camas, WA office and be part of a team that puts our clients first.
Your Responsibilities:
• Engage with prospective Canadian clients and review their financial situation
• Provide personalized financial solutions and assist clients in joining our firm
• Participate in ongoing training in sales techniques and finance
• No travel required - this position is focused on phone-based sales or virtual connections
Your Qualifications:
• 2+ years of financial services experience
• CFA Level 1 or above and 24 months of portfolio management experience within the last 5 years
• Bachelor's degree
• Proven track record of success in financial services sales
Compensation:
• Competitive commission/variable pay structure
• Uncapped performance-based compensation
Why Join Us:
Great benefits, an inclusive culture, and opportunities for personal and professional growth. Join our team and be part of something bigger. Fisher Investments is an equal opportunity employer.
Sherwood OR United States