• 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 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

• Meeting or exceeding assigned quarterly and annual quotas within assigned territory • Regularly achieving assigned key performance metrics that will be published from time-to-time • Prospecting within territory to develop opportunities for Nextech to meet prospects’ needs • Traveling overnight to and/or within assigned territory as required to conduct comprehensive sales cycles • Utilizing Practice and Site Surveys to determine prospective clients’ software and system requirements • Demonstrating the full capabilities of Nextech software to prospective clients • Preparing and presenting price proposals to prospective clients • Determining and presenting the proposed return on investment for clients of the Nextech solution • Negotiating specific contract terms with prospective clients within Nextech guidelines; seeking approval of Vice President, Sales, and/or Chief Revenue Officer as required for terms that may differ from Nextech standard terms • Completing all necessary paperwork in order to process the sale; implementation, support, accounting and account management • Maintaining contact with the client and supporting other Nextech employees as required throughout the implementation, initial “go-live” process and ongoing client relationship • Utilizing Salesforce.com to report on the status of leads, track action items of each sales campaign and accurately forecast on a monthly and quarterly basis • Assist the Sales Vice Presidents in mentoring new and existing RSMs in various job functions • Conduct periodic training classes for other RSMs on various aspects of the sales function • Mentoring RSMs and Associate Sales Reps while in the field • Take responsibility for special projects as assigned by the Sales Vice Presidents to improve the sales function