This is a fully remote position, open to applicants in Sweden.

• Reach out to affluent prospects provided by Fisher.

• Assess whether prospects are qualified and schedule face-to-face meetings.

• Meet with prospects to acquire new clients and managed assets.

• Focus entirely on client recruitment and new customer acquisition as an independent consultant/affiliate representative.

• Attract new private clients with investable assets of at least 3,250,000 SEK.

• Conduct extensive, direct, and consultative sales without cold calling.

• Collaborate with portfolio management and customer service teams that handle transitions and ongoing client relationships.

• Develop an understanding of Fisher Investments' market philosophy.

• Report directly to the CEO/Managing Director.

• A minimum of 5 years of successful sales experience with high net worth individuals.

• Consistent and quantifiable individual sales successes with stock market investors.

• Documented experience in driving new business with investors.

• Proven track record of closing new investor deals.

• Motivated to set and achieve goals.

• Willing to take calculated risks.

• Optimistic and solution-oriented.

• Energetic and resilient in the face of challenges.

• Ability to communicate with various audiences through dynamic interpersonal skills.

• High ethical standards and professionalism.

• CV in English required for application.

• 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.

• Sessions ranging from Capital Markets to sales training.

• Support from teams specialized in portfolio management and customer service.

• A constant flow of leads generated by Fisher and marketing materials.

Anknutet Ombud – Svensk Tied Agent

People also viewed