Business Services & Consulting • all cities, MO 25
As a Regional Sales Manager with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships.
Work from your home as an independent contractor (tied agent) and focus totally on acquisition (no administrative or after-sale activities). Sell to high net worth individuals. Focus on bringing on new private clients with liquid assets of more than 350,000 Euros. Receive support from our teams and have a constant flow of leads generated by Fisher and marketing materials. Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales training. Report directly to the Managing Director.
Consistent and quantifiable individual sales success with stock market investors. 5+ years of success selling to high net worth individuals. Quantifiable track record in closing new investor business. Motivated mindset to set and reach goals: "money is a measure of success". Calculated risk-taker; willing to win-some, lose some. Optimistic outlook; see failures as opportunities to improve and find solutions. High activity orientation and persistent through setbacks. Ability to connect with a wide array of audiences through dynamic interpersonal skills. Highly ethical and professional.
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians. We pride ourselves on our:
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
As a Regional Sales Manager with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships.
Work from your home as an independent contractor (tied agent) and focus totally on acquisition (no administrative or after-sale activities). Sell to high net worth individuals. Focus on bringing on new private clients with liquid assets of more than 350,000 Euros. Receive support from our teams and have a constant flow of leads generated by Fisher and marketing materials. Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales training. Report directly to the Managing Director.
Consistent and quantifiable individual sales success with stock market investors. 5+ years of success selling to high net worth individuals. Quantifiable track record in closing new investor business. Motivated mindset to set and reach goals: "money is a measure of success". Calculated risk-taker; willing to win-some, lose some. Optimistic outlook; see failures as opportunities to improve and find solutions. High activity orientation and persistent through setbacks. Ability to connect with a wide array of audiences through dynamic interpersonal skills. Highly ethical and professional.
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Luxembourg align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians. We pride ourselves on our:
FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER
