French Tied Agent

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Fisher Investments

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1979

💸 Finance

💳 Fintech

👥 B2C

💰 Private Equity Round on 2024-06

Finance • Fintech • B2C

Fisher Investments is a globally recognized investment adviser that provides personalized wealth management services to individuals, families, and institutions. Founded in 1979, the firm focuses on creating tailored investment portfolios designed to help clients achieve their financial goals. With a client-focused approach and a fiduciary obligation, Fisher Investments also offers institutional investing services and 401(k) solutions for businesses, making it one of the nation’s largest investment advisers for small and mid-sized companies.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Highly lucrative compensation structure with uncapped earning potential • First class service with a 99% client retention rate • Transparent fee structure that aligns firm interests with client priorities • Separation of job responsibilities so you can dedicate 100% of your time to sales • Full-time work from home opportunity