23 Inside sales Jobs in Plano, TX
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Fisher Investments is Hiring a Remote Inside sales
Calling all financial professionals looking for a role 100% focused on sales! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments.
Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling.
The Opportunity :
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.
This onsite position is located in Plano, TX.
The Day-to-Day :
- Be the voice of Fisher Investments to prospective Canadian clients
- Review prospects' personal financial situation and provide solutions
- Help qualified Canadian private investors become clients of Fisher Investments
- Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
- No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications :
- 2 years experience working in financial services
- CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years
- Bachelor's degree
- Multi-year track record of success
- Success persuading and educating prospects
Compensation :
This role offers uncapped performance-based compensation
Why Fisher Investments :
We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Last updated : 2024-06-17
Job Summary
Full Time
Investment Management
$51k-71k (estimate)
06/18/2024
06/19/2024
fisherinvestments.com
CAMAS, WA
1,000 - 3,000
2000
Private
KENNETH L FISHER
$500M - $1B
Investment Management
Related Companies
About Fisher Investments
Fisher Investment provides a financial services, portfolio management, investment advice and retirement planning services.
The job skills required for Inside sales include Inside Sales, etc. Having related job skills and expertise will give you an advantage when applying to be an Inside sales. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Inside sales. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Inside Sales job description and responsibilities
Organized customer database and detailed customer purchase history to streamline sales process for each specific customer.
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Sales development representatives need to conduct research for prospective clients and qualify the leads before handing them to the sales team.
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Also, they collaborate with the sales executives making certain that corporate targets and goals are met.
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The higher expenses explain why outside sales are typically only used to target clients who have larger budgets and are able to make larger purchases.
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They seek new clients, understanding customer needs and making effective sales pitches.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Inside Sales jobs
Sales are one of the most valuable assets for any organization.
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Record all sales and/or customer transactions that occur.
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Practice Active Listening to Maintain Control of Sales Calls.
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Don't lose track of past and current customers.
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Embrace product knowledge training and sales training.
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Step 3: View the best colleges and universities for Inside Sales.
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