Sales Jobs in Oldsmar

45 positions found — Page 3

International Private Client Adviser (US Based) - Canadian Clients
Salary not disclosed
Clearwater, FL 1 week ago

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

Not Specified
Portfolio Counselor
🏢 Fisher Investments
$10,000
Clearwater, Florida 1 week ago
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group.

If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.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 InvestmentsHelp bring in new assets through client referralsEducate clients on Fisher’s investment philosophy and what it means to work with Fisher InvestmentsAlign our portfolio strategy with clients’ goalsOversee clients onboarding process, including transfer of assetsCollaborate with several teams to provide unparalleled serviceIntroduce clients to their long-term relationship managerYour Qualifications:3+ years’ experience working in financial servicesHold Series 65 license or required upon hireUnderstanding of capital markets and investment productsManage complexity in a high-volume environmentCompensation:This role offers uncapped performance-based compensation with the possibility to earn well into 6-figuresWhy 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 careFISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
Financial Counselor
🏢 Fisher Investments
$10,000
Clearwater, Florida 1 week ago
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 Tampa, FL. 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 relationshipProactively 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 goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearQualifications:CFA (passed any level) and Series 65 (we will help you obtain upon starting)4+ years of experience with portfolio management and client relationship buildingBachelor's degreeA 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 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 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
Not Specified
Financial Consultant
🏢 Fisher Investments
$10,000
Clearwater, Florida 1 week ago
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 Tampa, FL.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 relationshipProactively 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 goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearQualifications:CFA (passed any level) and Series 65 (we will help you obtain upon starting)4+ years of experience with portfolio management and client relationship buildingBachelor's degreeA 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
Not Specified
International Investment Counselor (US Based) - Canadian Clients
$10,000
Clearwater, Florida 1 week ago
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 Tampa, FL.
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

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
Not Specified
High-Earning Remote Sales Representative
Salary not disclosed

Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.

What You'll Do

  • Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
  • Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
  • Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
  • Build a residual income stream that grows month after month — every account you sign keeps paying you
  • Become a trusted advisor to your clients — delivering value, savings, and partnership

What You'll Get

  • Uncapped Commission Structure — earn what you're worth
  • Lifetime Residuals — ongoing passive income on every account
  • $15,000+ Fast-Start Bonus potential in your first 90 days
  • Daily Qualified Leads so you can focus on closing, not chasing
  • Exclusive Fintech Tools & CRM — built to help you win faster
  • 45X Portfolio Buyout Option — turn your book into real equity
  • Comprehensive Training, Mentorship & Closer Support
  • 3-6 preset appointments each day!

What We're Looking For

  • Proven B2B or outside sales track record (merchant services or fintech experience preferred)
  • A fearless hunter mentality — you love prospecting and closing deals
  • A "CLOSER" - Hybrid role with appointments that need to be closed!
  • Entrepreneurial spirit with discipline and self-motivation
  • Confident communicator who builds instant trust with business owners
  • A go-getter who thrives in a performance-based environment

Why Wholesale Payments?

This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.

Job Type: Full-time

Pay: $85,000.00 - $185,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • Outside sales: 2 years (Preferred)
  • Direct sales: 1 year (Preferred)
  • Sales: 4 years (Required)
  • B2B sales: 2 years (Required)

Ability to Commute:

  • Arizona (Required)

Work Location: Remote


Remote working/work at home options are available for this role.
Not Specified
Outside B2B Sales Executive (Uncapped Commissions | Lifetime Residuals | Real Freedom)
🏢 Wholesale Payments
Salary not disclosed
Greenbriar, Florida 1 week ago

Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.

What You'll Do

  • Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
  • Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
  • Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
  • Build a residual income stream that grows month after month — every account you sign keeps paying you
  • Become a trusted advisor to your clients — delivering value, savings, and partnership

What You'll Get

  • Uncapped Commission Structure — earn what you're worth
  • Lifetime Residuals — ongoing passive income on every account
  • $15,000+ Fast-Start Bonus potential in your first 90 days
  • Daily Qualified Leads so you can focus on closing, not chasing
  • Exclusive Fintech Tools & CRM — built to help you win faster
  • 45X Portfolio Buyout Option — turn your book into real equity
  • Comprehensive Training, Mentorship & Closer Support
  • 3-6 preset appointments each day!

What We're Looking For

  • Proven B2B or outside sales track record (merchant services or fintech experience preferred)
  • A fearless hunter mentality — you love prospecting and closing deals
  • A "CLOSER" - Hybrid role with appointments that need to be closed!
  • Entrepreneurial spirit with discipline and self-motivation
  • Confident communicator who builds instant trust with business owners
  • A go-getter who thrives in a performance-based environment

Why Wholesale Payments?

This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.

Job Type: Full-time

Pay: $85,000.00 - $185,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • Outside sales: 2 years (Preferred)
  • Direct sales: 1 year (Preferred)
  • Sales: 4 years (Required)
  • B2B sales: 2 years (Required)

Ability to Commute:

  • Arizona (Required)

Work Location: Remote

Not Specified
Remote B2B Sales Executive
🏢 Wholesale Payments
Salary not disclosed
Greenbriar, Florida, Remote 1 week ago

Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.

What You'll Do

  • Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
  • Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
  • Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
  • Build a residual income stream that grows month after month — every account you sign keeps paying you
  • Become a trusted advisor to your clients — delivering value, savings, and partnership

What You'll Get

  • Uncapped Commission Structure — earn what you're worth
  • Lifetime Residuals — ongoing passive income on every account
  • $15,000+ Fast-Start Bonus potential in your first 90 days
  • Daily Qualified Leads so you can focus on closing, not chasing
  • Exclusive Fintech Tools & CRM — built to help you win faster
  • 45X Portfolio Buyout Option — turn your book into real equity
  • Comprehensive Training, Mentorship & Closer Support
  • 3-6 preset appointments each day!

What We're Looking For

  • Proven B2B or outside sales track record (merchant services or fintech experience preferred)
  • A fearless hunter mentality — you love prospecting and closing deals
  • A "CLOSER" - Hybrid role with appointments that need to be closed!
  • Entrepreneurial spirit with discipline and self-motivation
  • Confident communicator who builds instant trust with business owners
  • A go-getter who thrives in a performance-based environment

Why Wholesale Payments?

This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.

Job Type: Full-time

Pay: $85,000.00 - $185,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • Outside sales: 2 years (Preferred)
  • Direct sales: 1 year (Preferred)
  • Sales: 4 years (Required)
  • B2B sales: 2 years (Required)

Ability to Commute:

  • Arizona (Required)

Work Location: Remote


Remote working/work at home options are available for this role.
Not Specified
Remote Sales Executive (B2B)
🏢 Wholesale Payments
Salary not disclosed
Greenbriar, Florida, Remote 1 week ago

Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.

What You'll Do

  • Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
  • Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
  • Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
  • Build a residual income stream that grows month after month — every account you sign keeps paying you
  • Become a trusted advisor to your clients — delivering value, savings, and partnership

What You'll Get

  • Uncapped Commission Structure — earn what you're worth
  • Lifetime Residuals — ongoing passive income on every account
  • $15,000+ Fast-Start Bonus potential in your first 90 days
  • Daily Qualified Leads so you can focus on closing, not chasing
  • Exclusive Fintech Tools & CRM — built to help you win faster
  • 45X Portfolio Buyout Option — turn your book into real equity
  • Comprehensive Training, Mentorship & Closer Support
  • 3-6 preset appointments each day!

What We're Looking For

  • Proven B2B or outside sales track record (merchant services or fintech experience preferred)
  • A fearless hunter mentality — you love prospecting and closing deals
  • A "CLOSER" - Hybrid role with appointments that need to be closed!
  • Entrepreneurial spirit with discipline and self-motivation
  • Confident communicator who builds instant trust with business owners
  • A go-getter who thrives in a performance-based environment

Why Wholesale Payments?

This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.

Job Type: Full-time

Pay: $85,000.00 - $185,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • Outside sales: 2 years (Preferred)
  • Direct sales: 1 year (Preferred)
  • Sales: 4 years (Required)
  • B2B sales: 2 years (Required)

Ability to Commute:

  • Arizona (Required)

Work Location: Remote


Remote working/work at home options are available for this role.
Not Specified
Remote Business Development Executive
🏢 Wholesale Payments
Salary not disclosed
Greenbriar, Florida, Remote 1 week ago

Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.

What You'll Do

  • Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
  • Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
  • Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
  • Build a residual income stream that grows month after month — every account you sign keeps paying you
  • Become a trusted advisor to your clients — delivering value, savings, and partnership

What You'll Get

  • Uncapped Commission Structure — earn what you're worth
  • Lifetime Residuals — ongoing passive income on every account
  • $15,000+ Fast-Start Bonus potential in your first 90 days
  • Daily Qualified Leads so you can focus on closing, not chasing
  • Exclusive Fintech Tools & CRM — built to help you win faster
  • 45X Portfolio Buyout Option — turn your book into real equity
  • Comprehensive Training, Mentorship & Closer Support
  • 3-6 preset appointments each day!

What We're Looking For

  • Proven B2B or outside sales track record (merchant services or fintech experience preferred)
  • A fearless hunter mentality — you love prospecting and closing deals
  • A "CLOSER" - Hybrid role with appointments that need to be closed!
  • Entrepreneurial spirit with discipline and self-motivation
  • Confident communicator who builds instant trust with business owners
  • A go-getter who thrives in a performance-based environment

Why Wholesale Payments?

This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.

Job Type: Full-time

Pay: $85,000.00 - $185,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • Outside sales: 2 years (Preferred)
  • Direct sales: 1 year (Preferred)
  • Sales: 4 years (Required)
  • B2B sales: 2 years (Required)

Ability to Commute:

  • Arizona (Required)

Work Location: Remote


Remote working/work at home options are available for this role.
Not Specified
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