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Employee Spotlight: Vice President of Sales Jennifer K.

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How did you first hear about Fisher Investments?

I had been working in the institutional side of the industry for about 10 years and I missed working directly with families who needed investment help. It felt like perfect timing when I was approached by a Recruiter on LinkedIn for the Vice President of Sales role because I had been thinking about making a career move.

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What made you want to take the leap and start the sales role with Fisher?

My previous roles touched many different parts of the financial industry and allowed me to discover that I had a natural talent for sales. One role as a Financial Advisor felt emotionally draining at times as I was wearing multiple hats which made it hard to excel. I was needing a new challenge and missing the connection of retail client sales.

I feel energized when I can get ahead of a potential client’s concerns and give them the information needed to confidently move forward with hiring a money manager. I was excited that this role would allow me to become an expert in one thing rather than wear multiple hats and get spread thin. I would get support from other roles in the business to manage the client relationship and portfolio.

The Vice President of Sales role seemed like the perfect fit because I could use my ability to connect with clients on a deeper level by understanding their unique situations. I was excited to build rapport with them and help them find the best possible solution for their portfolio.

Does this role require any licenses?

Yes, Registration as an Investment Adviser Representative is required. Fisher will cover the cost for the license if you do not have it already.


As a Vice President of Sales, what does your day to day look like?

I speak with potential clients and share with them what makes Fisher so unique in the industry as a private wealth manager and how we can be a value-add to their financial portfolio. When I talk with potential clients, I give them the tools and information they need to hire the right money manager. I want to make sure they have a full picture of their investment options. If a potential client does decide to come on board, I have support from internal partners for tasks needed to get them started! 


You mention above that Fisher is unique in the industry. Can you tell us more about that?

Fisher has set itself apart from other money managers by adding clarity to the discussion with potential clients in all matters of the relationship: clear on the fees, clear on the investments, and clear on where we can assist in enhancing their financial picture. Being a Registered Investment Adviser and fiduciary means we always put the client’s best interests first!


What do you like most about your job and working at Fisher?

I enjoy the open concept office space as it creates a collaborative environment. I can ask questions and offer support to my colleagues easily since they are sitting right beside me.

I love speaking with potential clients and learning where they are on their financial journeys, so I can assist them in assessing how Fisher can potentially help. I feel proud to work for a company that always gives its best efforts in all things for their clients, their employees, and the industry in which they operate.


How has Fisher supported you as an employee?

I have enjoyed being a member of the Gender Equality Matters Employee Resource Group because it has provided space for making new connections. Also, the Internal Bridge Programs have helped bring clarity to the roles within our sales career path and I can learn how we support clients through all phases of the process.

What does career progression look like in this role?

This role specifically is structured in a way to motivate top achievement from the individual salesperson. The end goal for career progression is to be promoted to a Regional Vice President of Sales. Our team leaders support this goal by empowering us to help as many potential clients as we can and sharing the information they need to make a confident decision in hiring Fisher as their wealth manager.


What advice do you have for women who want to pursue a career in sales?

I believe using our innate abilities and unique skillsets have aided me in exceeding throughout my career.  I use empathy, active listening, and clear messaging when meeting with potential clients. I have been so happy that I accepted this role, and I can see Fisher being my last stop until I retire!