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Sales Account Executive

3 months ago

Portland, United States Fisher Investments Full time

Job Description:

As a Sales Account Executive, you will be responsible for reaching out to potential high-net-worth clients, educating them on our investment services, and scheduling meetings for our outside sales team. This role is perfect for those who are driven, persuasive, and comfortable communicating with a variety of individuals. You will have access to warm leads provided by our marketing team. Responsibilities: Engage potential clients in conversations about Fisher Investments' value proposition Assess clients' investment goals and current portfolio status Educate potential clients on Fisher Investments' investment advisory services Schedule appointments with regional sales partners Strive to achieve your personal and professional goals through hard work and results-driven effort Qualifications: Prior sales experience not required Drive for results and a proven track record of success Instill trust and look out for the best interests of our clients Engaging and comfortable with a wide array of audiences Persuasive and skilled at gaining the support and commitment of others Committed to meeting challenges head-on and working towards improvement Compensation: $50,000 base salary plus uncapped performance-based commission Additional pay includes an appointment held fee and a percentage of estimated first year's management fees for new business closed by the firm's regional representative Over the last 3 years, approximately 40% of our Account Executives have made over $100,000 in their first year in the role Why Fisher Investments: Great Place to Work Certified and committed to employee development and inclusivity Exceptional benefits, such as 100% paid medical, dental, and vision premiums, 401(k) match, and family support programs Work with motivated and passionate individuals committed to bettering the investment universe

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