Remotery

French Tied Agent

Posted Jun 30

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

📋 Description

• Contact high-net-worth leads provided by the firm, qualifying prospects and arranging in-person meetings.

• Engage with potential clients to secure new clientele and assets for the firm.

• Operate from home as an independent contractor (tied agent) focusing solely on client acquisition (no administrative or post-sale tasks).

• Offer investment services to high-net-worth individuals.

• Aim to attract new private clients with liquid assets exceeding €350,000.

• Benefit from support from our teams and a continuous influx of leads generated by Fisher, along with marketing resources.

• Cultivate an understanding of Fisher Investments' market philosophy through various sessions including Capital Markets and sales training.

• Report directly to the Managing Director.


⛳️ Requirements

• Consistent and measurable individual sales success with stock market investors.

• At least 5 years of proven success in selling to high-net-worth individuals.

• Demonstrable history of closing new investor business.

• Characteristics of top sales professionals: a driven mindset to set and achieve goals — “money is a measure of success.”

• Calculated risk-taker; comfortable with a win-some, lose-some mentality.

• Positive outlook; views challenges as opportunities to learn and develop solutions.

• High activity orientation and resilience in the face of obstacles.

• Ability to connect with diverse audiences through strong interpersonal skills.

• Highly ethical and professional demeanor.


🏝️ Benefits

• Highly lucrative compensation structure with unlimited earning potential.

• First-class service with a 99% client retention rate.

• Transparent fee structure that aligns the firm's interests with client priorities.

• Clear delineation of responsibilities allowing you to dedicate 100% of your time to sales.

• Full-time work-from-home opportunity.

• Client assets are held at reputable European custodians and managed by Fisher Investments in the United States.

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