The Opportunity:
As a Regional Sales Manager with Fisher Investments Luxembourg, you will call high-net-worth leads provided by us, qualifying and scheduling face-to-face appointments. Your goal is to gather new clients and assets for our firm through direct, consultative selling. This role is highly entrepreneurial, involving extensive calling (no cold-calling) and supported by dedicated portfolio management and client service teams that handle client transition and retention.
The Day-to-Day:
- Work from home as an independent contractor (tied agent), focusing solely on client acquisition (no administrative or after-sale activities)
- Sell to high-net-worth individuals
- Target bringing on new private clients with liquid assets over 350,000 Euros
- Receive support from our teams and benefit from a steady flow of leads generated by Fisher and marketing efforts
- Develop an understanding of Fisher Investments' market philosophy through training sessions on Capital Markets and sales techniques
- Report directly to the Managing Director
Your Qualifications:
- Proven success in individual sales with stock market investors
- 5+ years of experience selling to high-net-worth individuals
- Demonstrated ability to close new investor business
Traits of Top Salespeople:
- Motivated to set and achieve goals, viewing money as a success measure
- Calculated risk-taker, willing to accept wins and losses
- Optimistic, viewing failures as opportunities to learn and improve
- Persistent and highly active, resilient through setbacks
- Strong interpersonal skills to connect with diverse audiences
- Ethical and professional conduct
Why Fisher Investments Luxembourg:
- Lucrative compensation with uncapped earning potential
- High client retention rate (99%) and first-class service
- Transparent fee structure aligning firm and client interests
- Role separation allows focus solely on 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 is an equal opportunity employer.
Fisher Investments is a distinct money management firm committed to bettering the financial well-being of our clients through independent, fee-only advisory services.