Fisher Investments

• Contatterai telefonicamente potenziali clienti dall’alto profilo patrimoniale i cui contatti sono forniti dalla società, e pianificherai appuntamenti di persona • Incontrerai potenziali clienti con l’obiettivo di avviare una collaborazione con loro e ottenere attivi da gestire • Lavorare da casa come libero professionista (Tied Agent) e focalizzarsi totalmente sull’acquisizione del cliente (non sono incluse attività amministrative o di after-service) • Focus sull’acquisizione di nuovi clienti con un patrimonio di almeno 350.000 € in asset liquidi • Ricevere supporto dai nostri team interni e ottenere un flusso costante di lead • Coltivare e comprendere la filosofia di mercato di Fisher Investments, con il supporto di sessioni di approfondimento che spaziano dai mercati finanziari alle tecniche di vendita • Riportare direttamente al Direttore Generale

• Contact high-net-worth prospective clients who have expressed interest in learning more about our services • Meet with them to learn more about their financial situation and educate them about how we may be able to help • This position is highly entrepreneurial and involves warm initial calls and in-person selling to develop new business • Supported by dedicated research, operations and client service groups who manage all aspects of portfolio management, account setup and ongoing client service

• Arbejde hjemmefra som selvstændig leverandør (sælger) og alene fokusere på erhvervelse af kunder (ingen administrative opgaver eller eftersalgsaktiviteter). • Sælge formueforvaltningsydelser til velhavende privatpersoner. • Fokusere på at tiltrække nye kunder med likvide aktiver på mere end 3.275.000 kr. • Modtage støtte fra vores afdelinger og have en konstant tilgang af kundeemner, som genereres af Fisher og på baggrund af promovering af markedsføringsmateriale. • Få godt indblik i Fisher Investments’ markedsfilosofi, som understøttes af kurser lige fra kurser om kapitalmarkeder til salgstræning. • Referere direkte til den administrerende direktør.

• Present Fisher Investments wealth management solutions to high-net-worth prospects • Convert prospects to clients by showcasing the Fisher difference • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions • Educate prospective clients on the variety of Fisher Investment’s offerings • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

• Convert prospects to clients by showcasing the Fisher difference • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions • Educate prospective clients on the variety of Fisher Investment’s offerings • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

• Present Fisher Investments wealth management solutions to high-net-worth prospects • Convert prospects to clients by showcasing the Fisher difference • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions • Educate prospective clients on the variety of Fisher Investment’s offerings • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

• Present Fisher Investments wealth management solutions to high-net-worth prospects • Convert prospects to clients by showcasing the Fisher difference • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions • Educate prospective clients on the variety of Fisher Investment’s offerings • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

• Present Fisher Investments wealth management solutions to high-net-worth prospects • Convert prospects to clients by showcasing the Fisher difference • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions • Educate prospective clients on the variety of Fisher Investments offerings • Participate in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management

• Present Fisher Investments wealth management solutions to high-net-worth prospects • Convert prospects to clients by showcasing the Fisher difference • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions • Educate prospective clients on the variety of Fisher Investment’s offerings • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory

• Present Fisher Investments wealth management solutions to high-net-worth prospects • Convert prospects to clients by showcasing the Fisher difference • Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions • Educate prospective clients on the variety of Fisher Investment’s offerings • Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management • Home office position with the expectation to meet prospects face-to-face or virtually in your local territory