French Tied Agent

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Fisher Investments

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1979

💸 Finance

💳 Fintech

👥 B2C

💰 Private Equity Round en 2024-06

Finance • Fintech • B2C

Fisher Investments est un conseiller en investissement de renommée mondiale qui offre des services de gestion de patrimoine personnalisés aux particuliers, aux familles et aux institutions. Fondée en 1979, l'entreprise se concentre sur la création de portefeuilles d'investissement sur mesure conçus pour aider les clients à atteindre leurs objectifs financiers. Avec une approche centrée sur le client et une obligation fiduciaire, Fisher Investments offre également des services d'investissement institutionnel et des solutions 401(k) pour les entreprises, ce qui en fait l'un des plus grands conseillers en investissement du pays pour les petites et moyennes entreprises.

Description

• Call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. • Meet with prospective clients with the goal of gathering new clients and assets for our firm. • 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.

🎯 Exigences

• 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 • Traits of top salespeople: 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.

🏖️ Avantages

• 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 • Client assets are held at recognized European custodians and managed by Fisher Investments in the United States.