Account Executive - International (Inside Sales)
On-site
Core
Engage high-net-worth individuals over the phone to determine investment goals, educate them on services, and set meetings with Private Client Advisers.
Role type
Inside Sales Account Executive
Builds
Sales pipeline and qualified appointments for Private Client Advisers
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Sales techniques, goal determination, client education, trust-building, persuasive communication, resilience
Preferred skills
Personal and professional success drive, ability to connect with diverse audiences
Responsibilities
Communicate Fisher's value proposition to arrange meetings, control career trajectory, work in a meritocratic environment with warm leads provided by marketing
Seniority
Entry-level, mentorship-focused