Remote Regional Sales Manager - High-Net-Worth Clients

Fisher Investments; United States; Hybrid; USD 80,000 - 120,000; Part time

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Sales success with high-net-worth individuals

Consultative selling

Interpersonal skills

Job description

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.