Sales Jobs in Largo, FL
53 positions found — Page 3
We’re unique. You should be, too.
We’re changing lives every day. For both our patients and our team members. Are you innovative and entrepreneurial minded? Is your work ethic and ambition off the charts? Do you inspire others with your kindness and joy?
We’re different than most primary care providers. We’re rapidly expanding and we need great people to join our team.
The Membership Growth Consultant (MGC) is an outside healthcare sales representative who’s responsible for generating sales leads and membership by nurturing productive relationships with senior citizens, key local community partners and senior-focused businesses to enroll new patients to ChenMed. MGC is the first of three separate tiers as part of the overall MGC Success Plan and growth career path at ChenMed.The incumbent in this role is developing skills to arrange, design, and orchestrate sales events and to develop fun and cost-effective techniques to keep senior participation and satisfaction high, in part to drive referral sales from satisfied patients to help fuel membership growth. He/She learns to effectively communicate the ChenMed/JenCare value proposition at community events
ESSENTIAL JOB DUTIES/RESPONSIBILITIES:
COMPETENCIES:
- Begins to nurture, build and cultivate direct-to-seniors and business-to-business partnerships to generate new patient opportunities year-round.
- Meets with individual seniors and groups in their homes, workplaces, houses of worship, senior centers or living communities to share the ChenMed value proposition.
- Start planing, coordinating and executing local events within the community (e.g., information tables, health fairs, doc talks, etc.) to help reach our ideal patients (i.e., medically underserved, Medicare-eligible seniors, age 55 and older).
- Start cultivateing strong relationships with health plan agents, individual insurance agents, social workers, case workers, senior housing managers, senior centers and related community providers to keep ChenMed/JenCare Medical Centers as their top provider choice for senior healthcare when referring patients to a primary care physician.
- Partners with community officials, businesses and senior outreach programs to develop initiatives that will appropriately drive new patient growth.
- Schedules one-on-one sales meetings, referral relationships with Plan agents, independent brokers and the senior community to delivers solutions on immediate customer requests. Manages vendors as related to event planning and negotiating contracts with venues where events are taking place.
- Ensures insurance agents and/or brokers are invited to community events to ensure timely patient assignment to ChenMed/JenCare Medical Centers.
- Learns to use marketing and sales tools to identify solutions and sell to new customers. Maintains up-to-date client information in designated customer relationship management (CRM) tool (i.e., SalesForce). Utilizes CRM tool to document interactions with clients and ensures effective management of leads.
- Provides monthly activity calendar reflecting community access points and new tabletop venues. Creates penetration plans and initiatives in key target markets and channels.
- Recovers dormant customers via sales tools and marketing campaigns.
- Drives new member growth by appropriately educating potential patients on our value proposition and healthcare model. Delivers prescribed presentation in front of large audiences.
- Develops distribution channels to support new patient enrollment growth. Uses all sales tools provided to ensure efficiency and collection of pertinent data.
- Partners with sales leadership to improve effectiveness of engagements with distributors, vendors and community partners.
- Builds trusting relationships with brokers/insurance agents/case workers/third party vendors associated with seniors with supervision Develops and executes specific broker and partner strategies and plans.
- Engages with new patients through and beyond their first appointment. Maintains relationships with enrolled patients to positively impact retention. Helps address and resolve customer complaints and issues as required.
- Performs other related duties as assigned.
Instills trust
Gaining the confidence and trust of others through honesty, integrity, and authenticity
- Follows through on commitments
- Is seen as direct and trustful
- Keeps confidences
- Practices what he/she preaches
- Shows consistency between words and actions
Results driven
Consistently achieving results, even under tough circumstances
- Has a strong bottom-line orientation
- Persists in accomplishing objectives despite obstacles and setbacks
- Has a track record of exceeding goals successfully
- Pushes others
Action oriented
Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm
- Readily acts on challenges, without unnecessary planning.
- Identifies and seizes on new opportunities
- Displays a can-do attitude in good and tough times
- Steps up to handle tough issues
Effective communication
Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
- Is effective in a variety of communication settings: one-on-one, small and large groups, or among diverse styles and position levels
- Attentively listens to others
- Adjusts to fit the audience and the message
- Provides timely and helpful information to others across the organization
- Encourages the open expression of diverse ideas and opinions
Resiliency
Rebounding from setbacks and adversity when facing difficult situations
- Is confident under pressure
- Handles and manages crises effectively
- Maintains a positive attitude despite adversity
- Bounces back from setbacks
- Grows from hardships and negative experiences
Networking
Effectively building formal and informal relationship networks inside and outside the organization
- Builds strong formal and informal networks.
- Maintains relationships across a variety of functions and locations
- Draws upon multiple relationships to exchange ideas, resources, and know-how
Customer focus
Building strong customer centric relationships and delivering customer-centric solutions
- Gains insight into customer needs
- Identifies opportunities that benefit the customer
- Builds and delivers solutions that meet customer expectations
- Establishes and maintains effective customer relationships
Persuasiveness
Using compelling arguments to gain the support and commitment of others
- Positions views and arguments appropriately to win support
- Convinces others to take action
- Negotiates skillfully in tough situations
- Wins concessions without damaging relationships
- Responds effectively to the reactions and positions of others
KNOWLEDGE, SKILLS AND ABILITIES:
High business acumen and acuity
Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced work environment
Demonstrated knowledge ofnegotiation, probing skills, closing skills and handling objections
Detail-oriented and proficient in MS office (PowerPoint, Excel, Word, and Outlook), CRM tools (Salesforce) plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software
Excellent interpersonal and problem solving skills. Must have the patience and ability to engage customers in conversation
Excellent written and verbal communication skills, including a clear, confident speaking voice and a friendly rapport with customers. (e.g., pitch letters, outbound calls, effective one-on-one meetings, group presentations, etc.)
Must have the ability to be flexible and creative in dealing with customers. Positive attitude and the ability to attract patients with a warm, gentle disposition as it relates to our target market and their caregivers. Must be persuasive and highly motivated to make sales, with the ability to close sales without being perceived as pushy
Good keyboarding skills are needed. Ability to accurately type a significant number of words per minute
Spoken and written fluency in English
Bilingual is a plus
Ability and willingness to travel locally, regionally and nationwide up to 75%; work is primarily conducted off ChenMed premises
This position required use and exercise of independent judgment
EDUCATION AND EXPERIENCE CRITERIA:
- High School Diploma or GED required. Bachelor's degree in Marketing, Business Administration or a related field preferred OR additional combination of formal education, training and experience above the minimum will be considered in lieu of the education on a year-for-year basis.
- A minimum of 2 years of successful sales experience is required. Working with seniors a plus, as is a general understanding of Medicare Advantage
- A minimum of 2 years of business-to-business experience or equivalent management experience preferred
- Relevant sales experience with establishing and maintaining relationships with business/vendor partners
- Experience in telesales to input sales data into a computer while on the telephone with a customer
- This position requires possession and maintenance of a current, valid Driver’s License
PAY RANGE:
$37,387 - $53,411 SalaryEMPLOYEE BENEFITS
’re ChenMed and we’re transforming healthcare for seniors and changing America’s healthcare for the better. Family-owned and physician-led, our unique approach allows us to improve the health and well-being of the populations we serve. We’re growing rapidly as we seek to rescue more and more seniors from inadequate health care.
ChenMed is changing lives for the people we serve and the people we hire. With great compensation, comprehensive benefits, career development and advancement opportunities and so much more, our employees enjoy great work-life balance and opportunities to grow. Join our team who make a difference in people’s lives every single day.
Current Employee apply HERE
Current Contingent Worker please see job aid HERE to apply
#LI-Hybrid
Since 1995, Fisher Investments 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 Advisor.
Now is your opportunity to use your finance experience to better the investment universe.The Opportunity:As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.
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.The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively 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 goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careThis 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
Make a Career Out of Making a Difference
At RPh on the Go, we’re not just in the staffing business—we’re in the life-changing business. Our mission is simple: to make lives better for those who make lives better. We help keep pharmacies open, support patient care across the country, and connect pharmacists and pharmacy technicians with meaningful opportunities that fit their career goals.
We’re growing fast and looking for purpose-driven individuals who want a paycheck and more. This is your chance to build a fulfilling career with unlimited earning potential, while playing a key role in solving real challenges in healthcare.
What You’ll Do
As a Healthcare Account Executive, you’ll be at the heart of it all—managing the full recruitment and sales cycle. You’ll:
- Help pharmacies across the country stay fully staffed and ready to serve their communities.
- Connect skilled pharmacists and pharmacy technicians with rewarding roles that make a difference.
- Build lasting relationships with both healthcare professionals and pharmacy leaders.
- Solve urgent staffing needs with speed, care, and professionalism.
This is a not remote position—you’ll be part of a collaborative, energetic team at our Oldsmar office.
Who You Are
You’re ambitious, resourceful, and ready to take ownership of your success. You’re excited by the idea of doing meaningful work, in a fast-paced environment, with real financial upside. You’re:
- A disciplined self-starter who thrives in high-activity roles.
- Able to manage sourcing, hiring, and client needs independently.
- Comfortable negotiating and confident speaking with decision-makers.
- Driven to succeed—and just as driven to help others succeed.
- A believer in service, relationships, and results.
What We Offer
- Base salary starting at $50,000, with uncapped commission and career-growth incentives.
- Full training & mentorship—we invest in your success from day one.
- Paid medical, dental, vision, and life insurance
- 401(k) with company match
- A culture that rewards hard work, celebrates wins, and supports your growth.
If you're ready to build a career where your work truly matters—and your success is unlimited—we’d love to meet you.
Apply now and let’s build something meaningful together.
We are seeking an Optometrist to join this spectacular team in Seminole, Florida. This is an excellent opportunity for someone who thrives in a supportive environment and is looking to establish a full-time practice with a primary focus on routine exams. You'll have the support of an Optical Technician and Eye Care Professionals at this location, ensuring a smooth workflow and excellent patient care.
Key Responsibilities:
• Conduct comprehensive eye exams and vision assessments
• Fit and prescribe contact lenses
• Manage ocular diseases and perform surgery co-management
• Address patient concerns, including emergencies and pediatric care
• Collaborate with a supportive team to provide high-quality eye care
Compensation and Benefits:
• Base salary starts at $150,000, with the potential for increases based on patient volume and productivity.
• Opportunity for monthly bonuses through product sales (glasses, contacts) estimated between $800 - $1,000.
• Additional bonuses are available for Retinal Photography Screening and Post-operative Refraction, providing further earning potential.
• They are open to discussing relocation assistance and a hiring bonus for the right candidate.
If you are looking for a fulfilling opportunity in a welcoming environment, we invite you to apply. Join this practice in delivering exceptional eye care to the Seminole community! Apply today through the job board or send your CV/Resume to Steve Gill at or call (813) 504-5135 for more information.
Requirements:
• Doctor of Optometry (OD) degree from an accredited optometry school
• Valid state optometry license or in the process of obtaining
Eyetastic Services is dedicated to partnering with employers who provide equal opportunities in all healthcare fields. As a team of eye care professionals, we are committed to supporting you throughout the hiring process, including resume upgrades and negotiations. We prioritize your privacy and ensure that your information is not shared with other recruiting agencies, giving you peace of mind as you explore this exciting opportunity. You can rest assured that we will be with you every step of the way.
Visit for a list of nationwide eye care professional and paraprofessional opportunities.
Wright Flood is looking for a result-oriented, self-motivated and disciplined person to join our In-House Agency as a Marketing Assistant!
This role requires excellent communication skills, strong organizational and problem-solving skills. The Marketing Assistant holds themselves and others accountable for impact on profitability by developing and maintaining successful client relationships. This position assists the Marketing department in their day to day duties such as handling mail, tracking various information, letters and handling conventions as well as duties as needed.
RESPONSIBILITIES:
- Utilizing CRM on a daily basis to track client contacts, updating client information
- Producing Letters, maintaining and updating current database information, creating new database information for new business
- Marketing Queue – receiving and routing of phone calls
- Responsible for managing the Marketing email and voicemail in-boxes, which entails responding or routing and tracking of emails and voicemails.
- Handle all conventions/sponsorships/memberships.
- Keeping inventory, receiving materials, logging materials in excel, sending materials.
- Handling all incoming and return mail.
- Marketing projects and call out projects as needed.
- Marketing Assistant will have superior product knowledge including a thorough understanding of company on-line proprietary sales and service systems.
REQUIREMENTS:
- AA or AS degree highly desirable
- 3 years administrative experience desirable
- 3 years insurance industry experience desirable
- Proficient with MS Office
- Candidate must possess a sense of urgency, be able to work in a fast-paced environment, interact well with all levels of company personnel, develop and maintain business relationships with insurance carriers and customers, maintain confidentiality of clients’ records, have the ability to handle changing priorities, the ability prioritize and organize, and work independently as well as part of a team.
- Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
- Speech and hearing sufficient for in person and telephone communications 7-8 hours per day.
- Visions sufficient for use of a computer monitor 7-8 hours per day.
- Ability to sit at a desk 7-8 hours per day.
- This is a hybrid position, candidate must be willing to come into the office 2-3 days per week.
WHAT WE OFFER:
- Excellent growth and advancement opportunities
- Paid Time Off (PTO)
- Generous benefits package: health, dental, vision, 401(k), etc.
- Teammate Stock Purchase Plan
- Tuition Reimbursement
- Student Loan Repayment Program
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Want to join a growing start up team?
We're seeking a motivated individuals with 3PL logistics experience who thrives in a fast-paced, growth-driven environment. At Freight Partners Group, we value self-starters who are financially motivated, solutions-oriented, and eager to make an impact.
Our results-focused culture is built around equipping our team with everything they need to succeed—from the latest technology to ongoing personal and professional development. Growth is at the heart of who we are, and we're looking for operational experts ready to help us reach the next level. Our ideal candidate will be an experienced 3PL carrier operations team member to assist our growing customer base and support our sales team.
At Freight Partners Group, we are revolutionizing logistics through technology. Our innovative platform, EZShip, enables businesses to effortlessly quote, book, and track LTL shipments with leading carriers. Serving our customers, we provide reliable Truckload, LTL and Drayage shipping solutions across the U.S. Expanding our entire footprint is our future.
Founded as a SaaS company, we began by developing proprietary software and strategic integrations. Over the past two years, we have perfected our technology stack, built our own systems, and created a scalable platform for growth. Our mission is simple: to connect all types of shippers with a platform that makes logistics easy.
By combining seamless integrations, advanced transportation solutions, and unmatched customer service, Freight Partners Group is redefining how businesses move freight.
In this role you will be:
- Organizing a truckload carrier network within the TMS
- Negotiating rates with carriers for over-the-road freight
- Monitoring carrier compliance with the Compliance Team
- Assisting in the completion of RFPs and RFQs
- Coordinating with Sales and Account Management to provide perfect customer service
- Maintaining a positive and professional attitude
Benefits for this role are:
- Salary and potential for bonuses and commission
- Health, Vision, Dental and Life Insurance
- 401k
- Paid Vacation, Maternity and Paternity Leave
- Opportunity to grow the Truckload Division
If this sounds like you, we would love to connect!
Who we are
Oettinger Davidoff Group, with sales of over half a billion Swiss francs and over 4,000 employees around the world, traces its roots back to 1875 and remains family-owned to this day. The company is dedicated to the business of producing, marketing, distributing, and retailing premium-branded cigars, tobacco products and accessories. The premium-branded cigar business includes Davidoff, AVO, Camacho, Cusano, Griffin’s, Private Stock, Zino and Zino Platinum. Oettinger Davidoff Group is also the sole agent of many brands in several countries such as Haribo in Switzerland. Its business is anchored in a strong “crop to shop” philosophy, having pursued vertical integration from the tobacco fields in the Dominican Republic and Honduras to its global network of 65 Davidoff flagship stores/satellites and strong appointed merchants in over 130 countries. For our group company Davidoff of Geneva USA, Inc. based in Pinellas Park, Florida, USA, we are currently looking for a
Key Account Manager - Americas (m/f/x)
Summary
The “Key Account Manager – Americas” position will play a critical role in driving the growth and success of our client business. The position is responsible for developing key business relationships with domestic and global travel retail customers. The ideal candidate will leverage their industry experience to open new accounts, expand market presence, achieve sales targets and ensure implementation of consumer & trade marketing programs and monitor competitive activity. To further solidify our market presence, we aim to strategically expand our partnerships, establishing ourselves as the preferred and indispensable business partner in the premium cigar, cigarillo, and accessory industry.
This key role, based in Florida, USA, requires extensive travel (>40%) to foster relationships and explore opportunities at various airports, border crossings, and ports within the designated area of responsibility.
Responsibilities
- Client Relationship Management: Identify, cultivate, and maintain strong direct client relationships, ensuring exceptional customer satisfaction and loyalty
- Sales Excellence: Conduct regular sales calls to drive effective sell-in and sell-out, execute visual merchandising standards, and promote the client's portfolio
- Brand Education and Training: Serve as a brand authority, leveraging the Davidoff Academy and delivering in-person training to enhance product knowledge and sales performance
- Marketing Alignment: Collaborate with the Marketing Activation Manager to synchronize sales efforts with promotional activities, product launches, and marketing initiatives
- Sales Analytics and Reporting: Prepare and present sales reports, forecasts, and performance analyses to inform business decisions and drive growth
- Trade Shows and Events: Participate in trade shows, industry events, and networking activities to elevate the company's visibility, foster relationships, and uncover new business opportunities
- Sales Planning and Insights: Support the senior manager in market-level sales planning, providing actionable insights on distribution, market trends, competitive landscape, and regulatory environment
- Market Intelligence and Data Analysis: Gather field intelligence and data through market visits, retail audits, and customer sales data analysis to inform business planning and drive strategic decision-making
- Participate actively into the forecasting process (DFC) related to area of responsibility Requirements
Qualifications and Experience
- 3+ years of sales experience in sales and distributor markets
- Strong negotiation and relationship-building skills
- Deep understanding of the Americas region landscape
- Experience in Duty Free environment is an asset
- Strong communication and presentation skills
- Results driven, analytical and entrepreneurial / self-guided
- Intellectually curious, execution-driven with a passion for winning
- Fluency in English; Spanish is a requirement
- Good knowledge of Microsoft package and IT / CRM / SAP / Business Warehouse
- Premium Cigar Experience is a plus
Personal Characteristics
- Entrepreneurial spirit with corporate savvy: A unique blend of entrepreneurial drive and understanding of the corporate world, particularly in a family-owned business setting
- Positive and proactive mindset: A self-starter with a can-do attitude, who proactively addresses challenges and opportunities
- Results-driven and customer-focused: A strong emphasis on delivering results and prioritizing customer needs
- Emotional intelligence and empathy: The ability to connect with others on an emotional level, fostering strong relationships and collaboration
- Collaborative and adaptable team player: Adept at working within a matrixed organizational structure, with a flexible and adaptable approach to changing circumstances
- Self-motivated and resilient: Able to thrive in unstructured environments, achieving high impact with minimal guidance
- Agile and responsive to change: Flexible and able to adapt quickly to changing priorities and circumstances with minimal notice
Next steps
Did we inspire you to join our team? If this position matches your profile and career goals, we would love to get to know you!
We look forward to receiving your full application in English (motivational letter, CV, references) through the Apply button.
Own The Role:
SP6 is seeking to expand our sales team! We are one of the fastest-growing and most respected channel partners of Splunk. In this role, you will have a greenfield territory with outreach to net-new companies and work directly with the Splunk sales team.
As an Account Executive, you will report directly to one of SP6’s Partners and have an opportunity to sell solutions focused on leveraging data to deliver insight, monitoring, and decision support in IT, Security, DevOps, and Business Operations. Our Account Executives drive both new customer acquisition and nurture existing customer relationships to identify additional revenue opportunities.
*This is a hybrid opportunity in the St Pete/Clearwater area*
How You’ll Drive Success:
- Drive new customer acquisition, expansion, and revenue attainment in an assigned territory selling software, consulting services, and managed services.
- Own the performance of a book of business, including profitable achievement of sales quota and alignment of business strategy. Develop and execute sales strategies to meet and exceed software, consulting, and managed services quotas.
- Network with and sell through Splunk sales reps in an assigned territory. Determine where Splunk sales reps can leverage SP6 in their territory to jointly grow our businesses, from territory mapping to execution.
- Develop an understanding of SP6’s and Splunk’s offerings while partnering with technical teams to deliver services that meet the customer’s desired technology outcomes.
- Use knowledge gained through continuous education on existing solutions, new solutions, and trends in IT to analyze prospect needs and improve your ability as a strategic advisor representing Splunk and SP6 expertise.
- Leverage your experience facilitating client education, appealing to different buyer personas, trust-building, and delivery of measurable value to support the customer’s buying process.
- Utilize value-based sales models which require the comprehensive discovery of the current state, the definition of a future state, and the ability to articulate the value in change.
- Leverage internal CRM to provide accurate activity, pipeline, and forecast data/reports.
- Keep management apprised of customer and competitor trends.
To Be Successful:
- 2+ years of direct software or IT services sales experience.
- Proven ability to perform new client acquisitions.
- Ability to build a strategy to ensure quota and objectives are met.
- Ability to have business conversations with customers to identify how technology services can solve their business problems.
- Drive, initiative, high energy; ability to collaborate in a team environment.
- Must have a consultative approach to building customer relationships and selling.
- Must have strong technical acumen in IT Services.
Why SP6?
- Recognized as one of North America’s top professional service partners.
- The chance to be part of a winning team and a premier Splunk partner.
- Competitive salary and OTE.
- Comprehensive medical, dental, and vision plans.
- 401(k) with company match.
- 30 days of annual paid time off (4 weeks Paid Time Off + Holidays)
- Significant Training and Development and Certification attainment.
- Opportunity for long-term career advancement.
- Your contributions are felt and recognized by our growing company.
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 Tampa, FL.
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
- 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