Sales Jobs in Fairview, OR
30 positions found — Page 2
Job Description
Outside Parts Salesperson
Description
Job Summary
The primary function of the Outside Parts Salesperson is to increase parts sales and market share and carry out all planned parts sales activities in their assigned sales territory. This is predominantly accomplished by visiting customers to build long term business relationships, identify opportunities to sell parts and close on those opportunities through a combination of transactional selling and establishing long-term lines of business. This position must act as the eyes, ears, and mouth of the Company and is required to communicate any barriers to business with Department management and employees and must help to identify and execute resolution of those barriers.
Supervision
The Outside Parts Salesperson develops and performs a variety of complex duties within established guidelines. This position holder must strategically plan and execute their efforts within the framework provided by Department management. Most duties are completed independently and require the maximum amount of personal accountability and self-motivation.
Primary Duties and Responsibilities
* Developing and maintaining an in-depth knowledge of products and pricing.
* Identifying leads, managing prospects, and acquiring new business.
* Visiting assigned customers and prospecting for new ones.
* Communicating parts orders to inside parts salespeople.
* Meeting or exceeding new business sales goals.
* Conducting prospecting activities to secure initial and follow-up appointments with decision-makers.
* Scheduling and documenting activities.
* Preparing and drafting sales documentation and other necessary paperwork to complete sales promptly.
* Staying aware of market behavior and competitive trends and respond accordingly.
* Regularly meeting with the sales supervisor to review weekly sales activities, progress on goals, and status of prospective customers.
* Advising parts personnel of any special customer needs.
* Following up on parts orders to ensure the parts department meets or exceeds customer expectations.
* Acting as a public relations liaison for the company.
* Maintaining excellent customer service standards
* Resolving customer complaints and providing conflict resolution.
* Visiting customers to ensure and maintain excellent customer relations.
· Be aware of, assist, and be the primary leader in the completion and submission of customer bids and other quotations for sales opportunities within assigned territory.
* Work with Manufacturers and other representatives to increase customer relationships and sales success.
* Provide customers a consistent effort by maintaining a routine and scheduling time with customers.
* Identify and maintain a roster of potential clients who are not officially assigned to the territory to deal with customer attrition and accounts that show little successful sales results.
* Give presentations regarding the Parts Department and its offerings to current and potential clients.
* Record all customer visits and other significant contact with the customer before the end of the business day that the contact/visit occurred.
* Record follow ups, business quotations in the system to ensure team collaboration and that all tasks are properly executed.
* Maintain current and accurate contact information for each account such as customer name, title, email address and phone number.
* Follow established Company policy and Department procedures and workflows to complete tasks.
* Assist other work areas when needed.
* Overnight travel may be required to meet established territory plan strategies.
Other Duties
Perform other duties as assigned.
Job Qualifications & Requirements:
* Two (2) or more years of experience in service or parts departments of the trucking/bus industry.
* Technician experience.
* Ability to maintain a professional appearance.
* Excellent customer service skills.
* Strong communication skills.
* Excellent computer skills
* Dependable and punctual
* Leadership & Teamwork qualities.
ESSENTIAL PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
* Maintain manual and finger dexterity sufficient for frequent use of computer and grasping of small parts.
* Frequently lift and handle parts weighing up to 25 lbs.
* Occasionally lift and handle parts weighing Over 50 lbs.
* Stand, walk, balance, bend/stoop, crouch/kneel reach and push/pull sufficiently for occasional need to move throughout the parts Department when pulling or delivering parts.
Compensation/Benefits:
* Generous base plus commission
* Fantastic Culture
* 401k + match
* Health, Dental & Vision Insurance
* Employer paid Life Insurance
* Paid Vacation Days
* Sick Leave
* Excellent Training and Career Advancement Opportunities
Job Description
Executive Opportunity: Agency Principal & Equity Owner | Portland Metro
Farmers Insurance - District 24
Farmers Insurance District 24 is seeking a high-caliber business leader to spearhead a new agency location in the rapidly expanding Portland market. This is not a traditional management role; it is a private ownership opportunity backed by the infrastructure of a Fortune 500 brand.
We are looking for an executive-level professional with a proven track record of P&L management, strategic business development, and team leadership to scale a high-value insurance enterprise.
The Value Proposition: Strategic Ownership
This opportunity is tailored for established professionals who wish to transition from corporate leadership to business ownership without the risks of a traditional startup.
* Immediate Equity & Contract Value: Build a salable asset. Unlike corporate roles, you are building equity in your own business for future exit or retirement.
* Capital Support & Incentives: Access a $5,000 startup bonus, exterior branding subsidies, and a multi-year enhanced commission structure designed to accelerate your ROI.
* Portfolio Diversification: Offer a comprehensive suite of risk management solutions including Personal, Commercial, Life, and Financial Services.
* Operational Autonomy: Total control over your schedule, office culture, and strategic direction, supported by a world-class regional mentorship team.
Your Mandate
As the Agency Principal, you will act as the Chief Executive of your firm, focusing on:
* Strategic Growth: Engineering and executing a market-penetration strategy for the Portland Metro area.
* Talent Acquisition: Building, training, and mentoring a high-performing sales and operations team.
* Portfolio Management: Overseeing a multi-line insurance portfolio while maintaining elite standards of client retention and satisfaction.
* Brand Advocacy: Serving as a key community stakeholder and trusted advisor to high-net-worth individuals and local businesses.
Candidate Profile
We are seeking a "builder" rather than a "manager." Ideal candidates will possess:
* Executive Presence: A history of success in sales leadership, executive management, or business ownership.
* Operational Excellence: The ability to manage a sophisticated marketing pipeline and multi-channel sales funnel.
* Regulatory Readiness: Current Oregon P&C and Life/Health licenses, or the executive drive to obtain them within 45 days.
* Financial Integrity: The ability to pass a comprehensive criminal and financial background check.
* Education: A Bachelor's degree is preferred; professional certifications or advanced degrees are a plus.
Total Rewards
* Uncapped earnings potential via one of the industry's most aggressive commission and renewal structures.
* Access to group health, dental, and vision plans.
* Marketing expense reimbursement and lead-generation support.
* Specialized bonuses for Military Veterans and Active Duty members.
Take the Helm of Your Next Venture
If you are ready to leverage your corporate experience into a lucrative, scalable, and community-focused business, we invite you to apply. Company Description
Our district is about having a big heart and a whole lot of hustle. We believe that no one wins alone. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you. Our everyday purpose is to help agency owners succeed. We do it by knowing our people. We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence.
Company Description
Our district is about having a big heart and a whole lot of hustle. We believe that no one wins alone. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you. Our everyday purpose is to help agency owners succeed. We do it by knowing our people. We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence.
About Grocery Outlet
Grocery Outlet is a rapidly growing, family-oriented retailer dedicated to providing customers with high-quality, deeply discounted products. With commitment to our communities and a strong network of independent operators, we offer a unique business model that empowers entrepreneurs to run their own stores. Our mission is to deliver exceptional value to customers while fostering a culture of independence, integrity, and community impact.
Founded in 1946, Grocery Outlet has a rich history of providing exceptional bargains to customers while supporting local entrepreneurs. Over the decades, we have expanded to more than 500 locations across the United States, maintaining our reputation as the leading extreme-value grocery retailer. Our continued growth and success are driven by our commitment to innovation, strong supplier relationships, and our independent operator model, which has helped countless business owners achieve financial and personal success.
The Independent Operator Role
The Independent Operator (IO) is a hands-on, entrepreneurial role where individuals take ownership of their Grocery Outlet store. This is a unique business opportunity, not a franchise, giving operators the autonomy to run their business while benefiting from the support and resources of an established retail brand.
Key Responsibilities:
- Store Operations: Oversee daily store functions, including inventory management, compliance, and financial oversight to ensure profitability and growth.
- Leadership & Team Development: Recruit, hire, and train a high-performing team to deliver outstanding customer service and operational excellence.
- Buying & Merchandising: leveraging Grocery Outlet’s unique buying model. Order the variety and quantity of products to meet the unique preferences of your local community.
- Community Engagement: Support local organizations and causes you are passionate about, aligning with our mission of "Touching lives for the better”
- Financial & Business Acumen: Manage financial performance, including sales, margins, expenses, and overall profitability.
- Customer Experience: Create an inviting shopping experience by maintaining a clean, organized, and well-stocked store.
Benefits:
- Operational Autonomy: Run your store the way you think is best for your community, employees, and business.
- Uncapped Earning Potential: There is no limit to what you can earn; the more your store sells, the higher your commission payment will be.
- Control Your Schedule: While a full-time commitment is required, you have the flexibility to choose your working hours and manage your own schedule.
- Corporate Support: Receive training, mentorship, and support from marketing, finance, and business professionals to assist with any questions or issues that arise.
Qualifications:
- Minimum of 4 years’ retail store Management or multi-unit restaurant management experience.
- Entrepreneurial mindset with a passion for retail and customer service.
- Strong leadership skills and the ability to build and develop a team.
- Business acumen, including financial and operational management experience.
- Willingness to relocate and commit to the full training and onboarding process.
- A drive for success and the ability to work independently while leveraging the support of the Grocery Outlet network.
This is not the right opportunity for you if you…
- Are looking for a passive investment or absentee ownership.
- Are interested in selling property or real estate to Grocery Outlet.
- Are expecting Grocery Outlet to build a store in a specific location at your request.
If you're ready to take control of your future and own your success, the Grocery Outlet Independent Operator opportunity could be the perfect fit for you!
Grocery Outlet Privacy Policy -
Get up to $18,000 a year in Bonuses!!
***Competitive Pay*** ***Bonus incentives*** ***Benefits*** ***Growth Opportunity*** ***Flexible Schedule*** ***Paid Time Off***
General Manager
As a General Manager, you keep the spirit alive in the restaurant and know what it takes to run a strong business. You are passionate about people and understand that hiring and training great people is key to the restaurant’s success. You are in charge of increasing store sales and profit goals. You must provide the vision and leadership to every Restaurant Manager, Server, Cook and Team Member working in the restaurant, inspiring them to go above and beyond. As a General Manager you must ensure that each customer's expectations are exceeded every visit and that the restaurant achieves or exceeds its business objectives every shift, every day. Put your team-building skills to the test and bring us your passion, energy, and strong customer service skills. We’ll provide you with an awesome training program, great mentors and an exceptional team that will help you launch your career. The rest is up to you!
Essential skills and Experience:
- Must be friendly, outgoing, critical thinker, and customer focused.
- Position requires a Background Check and Drug Screen
What’s in it for you
- Medical, dental, vision, life, and disability insurance
- 401(k) savings, up to 4% match
- Monthly bonus
- Paid time off
- Free meals and uniforms
- Discounts on travel, entertainment, electronics, and more
- Access to licensed counselors and legal guidance through the assistance program
What will you do
- Train and develop crew members.
- Complete administrative tasks like inventory control, scheduling, logging maintenance, and reviewing financial reports.
- Ensure exceptional guest service is provided all day, every day.
- Ensure compliance with all security, food safety, quality, and cleanliness standards.
- Maintain cost controls and contribute to the sales/profit goals.
What you bring to the table as part of our family:
- Minimum of two years experience leading people in a restaurant environment
- High school diploma or GED preferred but it’s not a deal breaker
- Knowledge of food safety procedures and standards
- Must be at least 18 years old
- Flexible work availability
We value people who believe in:
- Loyalty: We support our team and our team supports us. We are open to a respectful exchange of ideas that make us better and helps create valuable long term relationships
- Integrity: We are honest in everything we do. When we make mistakes we own them and learn from them.
- Winning: We keep score and are relentlessly trying to get better. We win as a team but understand that winning starts with holding ourselves accountable first.
- Service: We are in the business of serving others. Our guests are not forced to spend their hard earned money with us. We are always looking for an opportunity to contribute to the welfare of others.
- Teamwork: We understand that teamwork is the foundation for our success. We love and respect each other and the experiences that make us who we are. The sum of all of us is more powerful than any one of us.
Who is WKS Restaurant Group?
We are a family owned restaurant group and our support center is located in Cypress, CA. We know that running a restaurant, developing a team, and getting involved in your communities isn’t easy. We have support departments dedicated to help you with HR, operations, training, facilities, accounting, payroll, risk management, and marketing. In addition to Denny's, we operate El Pollo Loco, Wendy’s, Krispy Kreme Doughnuts, and Blaze Pizza. We have 380 restaurants across 19 states. If you are looking for career growth and advancement opportunities, look no further. We believe in creating careers in the restaurant business, not just jobs. To learn more about us visit Restaurant Group is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.
Applicants with experience in the following areas make a great fit:
Restaurant, Restaurant Experience, Hospitality, Entry Level Management, Mid Level Management, Fast Food, Fast Casual, Fine Dining, Customer Service, Guest Service Representative, Guest Satisfaction, Supervisor, Manager, Management, Team Lead, Shift Lead, Lead, Restaurant Operator, Operations Lead, Restaurant Supervisor, Restaurant Management, Restaurant Manager, General Manager, Store Manager, Lead Manager, Operations Manager.
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
- Work with our Canadian clients to build a trusting and professional relationship
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- 4+ years of experience with portfolio management and client relationship building
- Bachelor's degree
- A thoughtful consultative approach with an emphasis on client focus
Compensation:
- $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for discretionary bonus based on firm and individual performance
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
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
- Work with our Canadian clients to build a trusting and professional relationship
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- 4+ years of experience with portfolio management and client relationship building
- Bachelor's degree
- A thoughtful consultative approach with an emphasis on client focus
Compensation:
- $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for discretionary bonus based on firm and individual performance
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
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
- Work with our Canadian clients to build a trusting and professional relationship
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
- CFA (passed any level) and Series 65 (we will help you obtain upon starting)
- 4+ years of experience with portfolio management and client relationship building
- Bachelor's degree
- A thoughtful consultative approach with an emphasis on client focus
Compensation:
- $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for discretionary bonus based on firm and individual performance
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
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counselor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day:
As a International Investment Counselor, you are the central voice of Fisher Investments International, working from the United States. You will:
- Work with our UK clients to build a trusting and professional relationship
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
- Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
Your Qualifications:
- Bachelor's degree or equivalent work experience
- 2+ years of experience in asset management, financial and client services
- Required to pass the Series 65 exam or equivalent
- Achieve results and provide unparalleled service
- A thoughtful consultative approach with an emphasis on client focus
Compensation:
- $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for discretionary bonus based on firm and individual performance
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
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! 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. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe.
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 is an in-office job located in Camas, WA.
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:
- Commission/variable pay based position - $100,000 – $0 base salary range with a gradual step down; compensation includes a percentage of estimated first year's management fees plus trailers for new business closed
- 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
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
* Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
* Help bring in new assets through client referrals
* Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments
* Align our portfolio strategy with clients' goals
* Oversee clients onboarding process, including transfer of assets
* Collaborate with several teams to provide unparalleled service
* Introduce clients to their long-term relationship manager
Your Qualifications:
* 3+ years' experience working in financial services
* Hold Series 65 license or required upon hire
* Understanding of capital markets and investment products
* Manage complexity in a high-volume environment
Compensation:
* Base + commission (driven by conversion rate, number of clients converted, and AUM)
* Base salary steps down with increased tenure ($100,000 base for first 12 months, then step down to $72,500 base)
* This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures
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
* Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
