AddressDescription
Imagine stepping into a sales environment filled with motivated, considerate, and enthusiastic individuals dedicated to enhancing our clients' financial futures. As a Canadian Account Executive, you'll interact over the phone with affluent individuals across Canada who have shown interest in Fisher Investments. Through sales strategies, you'll identify investors' objectives, inform them about our services, and schedule a meeting with a Private Client Adviser.
Exciting Opportunity:
The role of Canadian Account Executive offers both fulfillment and excitement. Surrounded by experts and guides, you'll enhance your sales abilities, establish connections within the organization, and steer your career path. You'll be under the direct supervision of a nearby manager who will assist you throughout the sales process. This in-person role is situated in Plano, TX.
Responsibilities:
- Present Fisher's value proposition to affluent investors to coordinate meetings with regional sales partners
- Shape your career trajectory and contribute to firm growth while enhancing the financial well-being of potential clients
- Thrive in a lively setting with like-minded colleagues and be recognized through participation in a performance-based system
- Our marketing unit will offer you warm leads, eliminating the need for cold calling
Your Qualifications:
- No previous sales background or industry expertise necessary
- Deliver results: You have achieved success personally and professionally
- Establish Trust: You know how to gain the confidence of others
- Communication: You are captivating and can engage with diverse audiences
- Persuasive: You use compelling reasoning to secure the backing and dedication of others
- Dedicated: You confront challenges directly. You learn from setbacks and strive for progress
Reasons to Join Fisher Investments:
We operate with a higher purpose: enriching the investment world. We take immense pride in our inclusive environment, our tailored learning and growth framework for each team member, and our esteemed Great Place to Work Certification. Our people drive the Fisher mission, and we invest in them by offering outstanding advantages such as:
- Full coverage of medical, dental, and vision premiums for you and eligible dependents
- A 50% match for your 401(k), up to the IRS limit
- 20 days of PTO*, plus 10 paid holidays (*17 PTO days and 3 sick days for California staff)
- Support programs for families including 8 weeks of Paid Primary Caregiver leave, adoption help, and back-up child care
- $10,000 benefit for fertility, hormonal health, and family-building support
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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