Director regional (España) (Spanish Tied Agent)
Fisher Investments
This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Los candidatos que estén interesados en postularse para este puesto deberán enviar su currículum en inglés.
Los directores regionales de Fisher Investments se encargan de llamar a los clientes potenciales con un alto nivel de patrimonio (cuyos datos de contacto son facilitados por la empresa) y se reúnen con ellos presencialmente con el objetivo de captar nuevos clientes y activos para nuestra empresa. Este puesto es muy emprendedor e implica realizar una gran cantidad de llamadas (pero no llamadas en frío) y ventas directas. Contarás con el apoyo de departamentos dedicados a la gestión de carteras y al servicio al cliente, que gestionarán la transición y la retención de los clientes.
Funciones:
- Trabajar desde casa como autónomo y centrarse únicamente en la captación de clientes (sin actividades administrativas ni de posventa).
- Centrarse en la captación de nuevos clientes con un patrimonio de inversión igual o superior a 350 000 EUR.
- Recibir apoyo de nuestros departamentos y tener un flujo constante de clientes potenciales generado por Fisher Investments y por el material informativo distribuido por la empresa.
- Adquirir un buen conocimiento de la filosofía de mercado de Fisher Investments asistiendo a sesiones en las que se tratarán temas desde los mercados financieros hasta las técnicas de venta.
- Trabajar bajo la supervisión del director general.
Requisitos:
- Experiencia probada y cuantificable en ventas individuales con inversores en bolsa.
- Más de 5 años de experiencia en ventas enfocadas a los inversores con altos patrimonios.
- Resultados de captación de nuevos clientes.
Los mejores representantes de ventas:
- Están motivados por la fijación y consecución de objetivos: "el dinero es una medida del éxito".
- Saben calcular los riesgos que acarrean sus decisiones y saben que a veces hay que perder para ganar.
- Son optimistas y ven los errores como oportunidades para mejorar y encontrar soluciones.
- Se centran en la consecución de los objetivos establecidos y perseveran a pesar de los obstáculos.
- Son capaces de interactuar con diferentes tipos de audiencias gracias a sus habilidades interpersonales y su dinamismo.
- Se caracterizan por su ética y profesionalidad.
¿Qué ofrecemos a nuestros empleados?
El grupo internacional de empresas Fisher se distingue por centrarse en sus clientes, ofrecer un servicio inigualable y adoptar un enfoque de inversión adaptado a las necesidades de los clientes. Utilizamos una estructura de comisiones sencilla y transparente y trabajamos con bancos custodios de renombre radicados en Europa con el fin de velar por los intereses de nuestros clientes. Nos enorgullece:
- Nuestra estructura de remuneración competitiva con un potencial de ganancias ilimitado.
- Nuestro excelente servicio de atención al cliente con una tasa de retención de clientes del 99 %.
- Nuestra estructura de comisiones transparente que confluye los intereses de la empresa con los objetivos de los clientes.
- Nuestro proceso de división de responsabilidades para que puedas dedicarte plenamente en las ventas.
- La posibilidad de trabajar totalmente a distancia.
Los activos de los clientes son custodiados por bancos europeos de renombre y gestionados por Fisher Investments en los Estados Unidos.
Los candidatos que estén interesados en postularse para este puesto deberán enviar su currículum en inglés.
FISHER INVESTMENTS ABOGA POR LA IGUALDAD DE OPORTUNIDADES
As a Regional Sales Manager with Fisher Investments, you will call high-net-worth leads we provide, qualifying and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for our firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention of client relationships.
The Day-to-Day:
- Work from your home as an independent contractor (tied agent) and focus totally on acquisition (no administrative or after-sale activities)
- Focus on bringing on new private clients with liquid assets of more than 350,000 Euros
- Receive support from our teams and have a constant flow of leads generated by Fisher and marketing materials
- Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales training
- Report directly to the Managing Director
Your Qualifications:
- Consistent and quantifiable individual sales success with stock market investors
- 5+ years of success selling to high net worth individuals
- Quantifiable track record in closing new investor business
Traits of top salespeople:
- Motivated mindset to set and reach goals: "money is a measure of success"
- Calculated risk-taker; willing to win-some, lose some
- Optimistic outlook; see failures as opportunities to improve and find solutions
- High activity orientation and persistent through setbacks
- Ability to connect with a wide array of audiences through dynamic interpersonal skills
- Highly ethical and professional
Why Fisher Investments Ireland:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Ireland align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians. We pride ourselves on our:
- Highly lucrative compensation structure with uncapped earning potential
- First class service with a 99% client retention rate
- Transparent fee structure that aligns firm interests with client priorities
- Separation of job responsibilities so you can dedicate 100% of your time to sales
- Full-time work from home opportunity
Client assets are held at recognized European custodians and managed by Fisher Investments in the United States.
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