High Net Worth Sales Leader
1 day ago
The role of a High Net Worth Sales Leader at Fisher Investments presents a unique opportunity to excel in sales and wealth management. As a key member of our team, you will be responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads, with the ultimate goal of gathering new clients and assets for our firm.
About the RoleYou will work closely with dedicated portfolio management and client service groups who manage the transition and retention of client relationships, allowing you to focus on selling. Your success will be measured by your ability to consistently meet or exceed sales targets, while maintaining a strong work ethic and professional demeanor.
Requirements- A proven track record of consistent individual sales success with stock market investors
- RDR level 4 qualification
- 5 years of experience selling to high net worth individuals
- Quantifiable track record in closing new investor business
- Motivated mindset to set and reach goals
- Calculated risk-taker; willing to win-some, lose some
- Proven closer; outstanding documented sales ability
Fisher Investments offers an array of benefits to support the long-term goals of its employees. These include:
- 100% paid premiums for top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
- Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
- $10,000 fertility, hormonal health and family-forming benefit
- A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
- Gym subsidy of up to £50 per month
- Employee Assistance Program and other emotional wellbeing services
We are an equal opportunities employer.
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