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

• Call high-net-worth leads provided by the firm, qualifying prospects and scheduling face-to-face appointments. • Meet with prospective clients to acquire new clients and assets for the firm. • Work from home as an independent contractor (tied agent) and concentrate exclusively on acquisition (no administrative or after-sale responsibilities). • Sell investment services to high-net-worth individuals. • Focus on bringing on new private clients with liquid assets of more than €350,000. • Receive support from our teams and a steady flow of leads generated by Fisher, as well as marketing materials. • Develop an understanding of Fisher Investments' market philosophy through 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. • Minimum 5 years' proven success selling to high-net-worth individuals. • Demonstrable track record of closing new investor business. • Traits of top salespeople: motivated mindset to set and reach goals — “money is a measure of success.” • Calculated risk-taker; comfortable with a win-some, lose-some approach. • Optimistic outlook; views setbacks as opportunities to learn and find solutions. • High activity orientation and persistence in the face of setbacks. • Ability to connect with diverse audiences through strong 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 the firm's interests with client priorities. • Clear separation of responsibilities so you can dedicate 100% of your time to sales. • Full-time work-from-home opportunity. • Client assets are held at recognized European custodians and managed by Fisher Investments in the United States.