Account Executive (m/w/d)
Core
Contacting pre-qualified leads via phone to evaluate investor goals, pitch financial services, and schedule meetings with regional directors.
Role type
Account Executive (Sales)
Builds
Client acquisition and appointment setting for Fisher Investments
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Sales techniques, goal orientation, professional presence, communication skills
Responsibilities
Contacting interested parties via phone, evaluating investor goals, pitching services, scheduling meetings with regional directors
Seniority
Individual Contributor
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