Overview
The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You will engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you'll determine their investment goals and educate them on our strategy with the goal of setting an appointment with our outside sales team.
Responsibilities
* Engage with high-net-worth individuals who have expressed interest in Fisher Investments UK, determine their investment goals, educate them on our strategy, and set appointments with the outside sales team.
* Gain an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?
* Sharpen your sales skills as you improve your pitch and help us turn leads into assets under management.
* Speak to high net worth investors to understand their financial position and suggest relevant next steps.
* Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales techniques.
* Learn the art of becoming a sales professional while aligning with a client-first approach and a simple, transparent fee structure.
Qualifications
* University graduate or equivalent combination of education and experience.
* Experience selling and passionate about a career in sales.
* You meet challenges head-on. You learn from setbacks and work towards improvement.
* Eager to work in an energetic, collaborative environment with motivated professionals.
* Experience in finance is helpful but not necessary as full training is provided.
Compensation
You will have a base salary with a generous uncapped commission structure and a great compensation package. Typical OTE averages: £40-55,000 year 1, £60-75,000 year 2 and £85,000+ year 3.
Benefits
* 100% paid premiums for top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000 fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
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