Danish Regional Manager

Fisher Investments

United States

Remote

USD 135,000 - 270,000

Full time

6 days ago
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Benefits offered by this job

Unlimited earning potential
Full-time work from home
High client retention (99%)
Transparent fee structure

Job summary

Fisher Investments Luxembourg is seeking a Regional Sales Manager to call high-net-worth leads provided, qualify them, and schedule face-to-face appointments to grow the client base and assets. The role is highly entrepreneurial and involves extensive calling with no cold-calling and strong consultative selling.

You will work from home as an independent contractor, supported by portfolio management and client service teams, with a focus on bringing in new private clients with assets over

Qualifications

  • 5+ years of successful sales to high-net-worth individuals.
  • Proven track record in closing investor business.
  • Ability to work from home as a tied agent/independent contractor.

Responsibilities

  • Sell wealth management services to high-net-worth individuals.
  • Contact prospects and schedule face-to-face appointments.
  • Meet with prospective clients to gather assets for the firm.
  • Report directly to the Managing Director.

Skills

High-net-worth sales
Prospecting high-net-worth
Independent contractor
Investors sales

Job description

Location: Denmark

Overview

As a regional manager at Fisher Investments, your task is to contact the potential high-net-worth prospects that we provide you with, and arrange agreements about in-person meetings. You meet with prospective customers with the aim of attracting new customers and assets to the company. This position requires strong initiative and great commitment to establishing customer contact (but no unsolicited calls) and providing direct advisory sales with the aim of bringing a new customer on board. You will receive support from dedicated portfolio management and customer service teams, who are responsible for transfer and retention of customer relationships.

Stillingen:

As a regional manager at Fisher Investments, your task is to contact the potential high-net-worth prospects that we provide you with, and arrange agreements about in-person meetings. You meet with prospective customers with the aim of attracting new customers and assets to the company. This position requires strong initiative and great commitment to establishing customer contact (but no unsolicited calls) and providing direct advisory sales with the aim of bringing a new customer on board. You will receive support from dedicated portfolio management and customer service teams, who are responsible for transfer and retention of customer relationships.

Daily tasks:
  • Work from home as an independent provider (sales representative) and focus solely on customer acquisition (no administrative tasks or after-sales activities).
  • Sell wealth management services to high-net-worth individuals.
  • Focus on attracting new customers with liquid assets of more than 3,275,000 DKK.
  • Receive support from our departments and have a constant flow of prospects generated by Fisher and based on promotion of marketing materials.
  • Gain good insight into Fisher Investments' market philosophy, which is supported by courses ranging from capital markets courses to sales training.
  • Referere direkte til den administrerende direktør.
Your qualifications:
  • Consistent and quantifiable individual sales success with stock market investors.
  • At least 5 years of successful experience in sales to high-net-worth individuals.
  • Quantifiable, good results in arranging agreements with new investors.
Characteristics of top sales representatives:
  • Committed approach to defining and achieving goals: "Money is a measure of success".
  • Takes considered risks, is willing to win and lose.
  • Optimistic approach to your work. Regards mistakes as an opportunity for improvement and for finding new solutions.
  • Committed to maintaining a high level of activity, which is sustained during adversity.
  • Ability to communicate with a wide range of different target groups due to dynamic social skills.
  • High ethical and professional standards.
Hvorfor Fisher Investments Luxembourg, Sàrl:
  • An extremely lucrative compensation package with unlimited earning potential.
  • World-class service with a customer retention rate of 99%.
  • Transparent fee structure that creates alignment between the company's interests and the customer's priorities.
  • Delegation of responsibility so you can spend all your time on sales.
  • Opportunity to work from home full time.

FISHER INVESTMENTS LUXEMBOURG, SÀRL IS AN EQUAL OPPORTUNITY EMPLOYER.

The Opportunity:

As a Regional Sales Manager with Fisher Investments, 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 3,275,000 DKK
  • 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:
  • 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

FISHER INVESTMENTS LUXEMBOURG IS AN EQUAL OPPORTUNITY EMPLOYER

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