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Account Executive

4 months ago

Camas, United States Fisher Investments Full time
Overview

Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll determine investors' goals, educate them on our services, and set a meeting with a Private Client Adviser.

The Opportunity:

The Canadian Account Executive position is both a rewarding and engaging role.  Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. You will report directly to a manager who will sit near you and guide you in the sales process. This onsite position is located in Plano, TX.

The Day-to-Day:

  • Communicate Fisher's value proposition to high-net-worth investors to arrange meetings with regional sales partners
  • Control your career trajectory and increase firm growth while bettering the financial well-being of prospects
  • Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
  • Our marketing team will provide you with warm leads, which means no cold calling

Your Qualifications:

  • No prior sales experience or industry knowledge needed
  • Drive results: You have experienced personal and professional success
  • Instill Trust: You understand how to earn the trust of others 
  • Communication: You are engaging and can connect with a wide array of audiences
  • Persuade: You use compelling arguments to gain the support and commitment of others
  • Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement

Compensation:

  • Commission/variable pay based position - $50,000 base salary with step downs to $33,862 in the state of WA; compensation 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

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
  • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
  • $10,000 fertility, hormonal health and family-forming benefit

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER