French Tied Agent

Fisher Investments; France; Hybrid; USD 80.000 - 120.000; Teilzeit

Zusammenfassung

A leading investment firm is seeking a Regional Sales Manager to focus on acquiring high-net-worth clients. You will qualify leads, schedule appointments, and consultively sell services, relying on a constant flow of provided leads. Ideal candidates will have a proven track record of successful sales to high-net-worth individuals and at least 5 years of experience in the financial sector. Work from home as an independent contractor, supported by dedicated portfolio management teams.

Qualifikationen

• 5+ years of success selling to high net worth individuals.
• Consistent and quantifiable success with stock market investors.
• Track record in closing new investor business.

Aufgaben

• Qualify and schedule appointments with high-net-worth leads.
• Cultivate understanding of Fisher Investments' market philosophy.
• Work independently focusing solely on acquisition.

Kenntnisse

Sales success with high-net-worth individuals

Consultative selling

Interpersonal skills

Jobbeschreibung

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