Bettering the Investment Universe
French Tied Agent
Location
France
Posted
46 days ago
Salary
0
Seniority
Senior
Job Description
French Tied Agent
Fisher Investments
• Call high-net-worth leads provided by the firm, qualifying prospects and scheduling face-to-face appointments. • Meet with prospective clients to acquire new clients and assets for the firm. • Work from home as an independent contractor (tied agent) and concentrate exclusively on acquisition (no administrative or after-sale responsibilities). • Sell investment services to high-net-worth individuals. • Focus on bringing on new private clients with liquid assets of more than €350,000. • Receive support from our teams and a steady flow of leads generated by Fisher, as well as marketing materials. • Develop an understanding of Fisher Investments' market philosophy through sessions ranging from Capital Markets to sales training. • Report directly to the Managing Director.
Job Requirements
- Consistent and quantifiable individual sales success with stock market investors.
- Minimum 5 years' proven success selling to high-net-worth individuals.
- Demonstrable track record of closing new investor business.
- Traits of top salespeople: motivated mindset to set and reach goals — “money is a measure of success.”
- Calculated risk-taker; comfortable with a win-some, lose-some approach.
- Optimistic outlook; views setbacks as opportunities to learn and find solutions.
- High activity orientation and persistence in the face of setbacks.
- Ability to connect with diverse audiences through strong interpersonal skills.
- Highly ethical and professional.
Benefits
- Highly lucrative compensation structure with uncapped earning potential.
- First-class service with a 99% client retention rate.
- Transparent fee structure that aligns the firm's interests with client priorities.
- Clear separation of 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.
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