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French Tied Agent

Remote: 
Full Remote
Contract: 
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Offer summary

Qualifications:

5+ years of experience selling to high net worth individuals, Proven track record in closing new investor business, Strong interpersonal skills to connect with diverse audiences, Motivated and optimistic mindset with a focus on goal achievement..

Key responsabilities:

  • Qualify and schedule face-to-face appointments with high-net-worth leads
  • Focus solely on acquiring new private clients with liquid assets over 350,000 Euros
  • Work independently from home as a tied agent without administrative duties
  • Report directly to the Managing Director and collaborate with support teams.

Fisher Investments logo
Fisher Investments https://www.fisherinvestments.com
1001 - 5000 Employees
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Job description

Overview

The Opportunity:

As a Regional Sales Manager with Fisher Investments Luxembourg, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships.

The Day-to-Day:

  • 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

Your Qualifications:

  • 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

Why Fisher Investments Luxembourg:

The Fisher organization has a long history of managing global investments and tailoring portfolio management to help our clients reach their long-term goals. We pride ourselves on our:

  • 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.

FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER

Required profile

Experience

Spoken language(s):
French
Check out the description to know which languages are mandatory.

Other Skills

  • Sales
  • Relationship Management
  • Optimism
  • Persistence
  • Risk Mindset
  • Social Skills
  • Self-Motivation

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