Sales Account Executive - Entry Level
On-site
Core
Engage with high-net-worth individuals to determine investment goals, educate them on services, and set meetings with outside sales partners.
Role type
Entry-level sales account executive
Builds
Client meetings and sales pipeline for Fisher Investments
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Sales techniques, goal determination, client education, relationship building, trust building, persuasive communication, resilience
Responsibilities
Communicate value proposition to high-net-worth investors, arrange meetings with regional sales partners, control career trajectory, increase firm growth
Seniority
Entry-level, mentored IC