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French Tied Agent
Fisher InvestmentsRegional Sales Manager focused on calling high-net-worth leads and scheduling appointments. Join Fisher Investments Luxembourg and leverage support teams for optimal client acquisition.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates a strong ability to acquire new clients and assets through effective sales strategies targeting high-net-worth individuals, leveraging a proven track record in investment services. Exhibits strong interpersonal skills and a motivated mindset to achieve sales goals while maintaining high ethical standards.
Highest-signal resume keywords
Proven Sales SuccessHigh-Net-Worth Client AcquisitionInvestment Services SalesStrong Interpersonal SkillsPersistence in Sales
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales StrategyClient AcquisitionInvestment ServicesMarket UnderstandingClosing New Business
Soft Skills
Motivated MindsetOptimistic OutlookCalculated Risk-TakingHigh Activity Orientation
Industry Keywords
High-Net-Worth IndividualsLiquid AssetsStock Market InvestorsSales TrainingEthical Standards
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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.