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Job Verbonden agent Belgi (Belgian Tied Agent)

Job Verbonden agent Belgi (Belgian Tied Agent)

Fisher InvestmentsPoughkeepsie, NY, US
18 days ago
Job type
  • Full-time
Job description

Job Opportunity At Fisher Investments Luxembourg

If you are interested in this role, you can directly apply with an English-speaking CV.

The Challenge :

As a connected agent at Fisher Investments, you will call high-net-worth individuals we introduce and convince them to schedule an appointment. You will meet prospects with the aim of bringing new clients and assets for our firm. For these roles, an enterprising, proactive attitude is very important and you will need to make a lot of phone calls (but no cold-calling) and direct advisory sales to generate revenue. You will be supported by our specialized portfolio managers and client service staff, who help clients make the transition and maintain the relationship.

The Role :

  • You will work from home as an independent service provider (connected agent) and focus entirely on acquisition (no administrative tasks or after-sales service)
  • You will sell to high net worth individuals
  • You will focus on bringing on new private clients with liquid assets of more than 350,000 Euros
  • You will be supported by our teams and receive a constant flow of leads generated by Fisher and marketing materials
  • You will develop a good understanding of the market philosophy of Fisher Investments through training sessions on various topics, from capital markets to sales techniques
  • You will report directly to the Managing Director

Your Profile :

  • You achieve systematic and quantifiable individual sales successes with stock market investors
  • You have at least five years of experience selling to high net worth individuals
  • You have a track record of bringing in new investment streams
  • Characteristics of Top Salespeople :

  • You are motivated to set and achieve goals : "money is a measure of success"
  • You take calculated risks and can handle the fact that you sometimes win and sometimes lose
  • You are optimistic and see failures as opportunities to improve and find solutions
  • You are strongly action-oriented and persist through setbacks
  • You can build a connection with a varied audience through your dynamic interpersonal skills
  • You act ethically and professionally
  • Why Fisher Investments Luxembourg?

    Worldwide, Fisher Investments distinguishes itself by prioritizing the interests of its clients, providing world-class service, and approaching investment in a personalized manner. With our straightforward and transparent fee structure and our renowned European custodians, you can be assured that we always act in the best interest of our clients. We are proud of our unique offerings :

  • A particularly lucrative compensation structure with unlimited income potential
  • Excellent service with a 99% client retention rate
  • A transparent fee structure that aligns the firm's interests with the client's priorities
  • Division of tasks, so you can dedicate 100% of your time to sales
  • The possibility to work full-time from home
  • FISHER INVESTMENTS LUXEMBOURG ADHERES TO A POLICY OF EQUAL OPPORTUNITIES

    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 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

    #LI-Remote

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