Fisher Investments

Sales

• Present Fisher Investments wealth management solutions to high-net-worth prospects
• Convert prospects to clients by showcasing the Fisher difference
• Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
• Educate prospective clients on the variety of Fisher Investment’s offerings
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Regional Vice President of Sales – Upper Midwest

• Convert prospects to clients by showcasing the Fisher difference
• Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions
• Educate prospective clients on the variety of Fisher Investment’s offerings
• Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
• Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

Regional Vice President of Sales – Southeast

Regional Vice President of Sales – South Atlantic

Agent

• Som regional salgssjef hos Fisher Investments ringer du formuende potensielle kunder vi gir deg, og avtaler møter ansikt-til-ansikt
• Du møter potensielle kunder med mål om å samle inn nye kunder og eiendeler for firmaet vårt
• Denne stillingen har høy grad av kremmerånd og medfører mange telefonsamtaler (ikke uten forhåndsavtale) og direkte rådgivning for å avslutte salg
• Du blir støttet av dedikerte porteføljeforvaltnings- og kundeservicegrupper som administrerer overføringen og bevaringen av kundeforhold

Norsk regional salgssjef – Tied Agent

French

• 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.

French Tied Agent

• Jobba hemifrån som oberoende konsult och fokusera helt och hållet på kundrekrytering
• Fokusera på att värva nya privatkunder med investeringsbara tillgångar på minst 3 250 000 kr
• Få stöd från våra team och ett konstant flöde av kundämnen som genererats av Fisher
• Bygg upp en förståelse för Fisher Investments marknadsfilosofi
• Rapportera direkt till vd

Regional Vice President of Sales – Upper Midwest

Regional Vice President of Sales – Southeast

Regional Vice President of Sales – South Atlantic

Norsk regional salgssjef – Tied Agent

French Tied Agent

Anknutet Ombud – Sverige