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Director regional (España) (Spanish Tied Agent)

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • Madrid
    Remote

AI generated summary

  • You need proven sales experience with high-net-worth investors, a track record of client acquisition, strong interpersonal skills, and a results-driven, optimistic approach.
  • You will focus on acquiring new clients with at least 350,000 EUR in assets, receiving leads from the company and training on market philosophy, all while working independently from home.

Requirements

  • Experiencia probada y cuantificable en ventas individuales con inversores en bolsa.
  • Más de 5 años de experiencia en ventas enfocadas a los inversores con altos patrimonios.
  • Resultados de captación de nuevos clientes.
  • Motivados por la fijación y consecución de objetivos: 'el dinero es una medida del éxito'.
  • Saben calcular los riesgos que acarrean sus decisiones y saben que a veces hay que perder para ganar.
  • Son optimistas y ven los errores como oportunidades para mejorar y encontrar soluciones.
  • Se centran en la consecución de los objetivos establecidos y perseveran a pesar de los obstáculos.
  • Son capaces de interactuar con diferentes tipos de audiencias gracias a sus habilidades interpersonales y su dinamismo.
  • Se caracterizan por su ética y profesionalidad.

Responsibilities

  • Trabajar desde casa como autónomo y centrarse únicamente en la captación de clientes (sin actividades administrativas ni de posventa).
  • Centrarse en la captación de nuevos clientes con un patrimonio de inversión igual o superior a 350 000 EUR.
  • Recibir apoyo de nuestros departamentos y tener un flujo constante de clientes potenciales generado por Fisher Investments y por el material informativo distribuido por la empresa.
  • Adquirir un buen conocimiento de la filosofía de mercado de Fisher Investments asistiendo a sesiones en las que se tratarán temas desde los mercados financieros hasta las técnicas de venta.
  • Trabajar bajo la supervisión del director general.

FAQs

Do we support remote work?

Yes, you can work fully remotely as an independent contractor.

What is the primary focus of this role?

The primary focus of this role is to acquire new clients with liquid assets of over 350,000 Euros, without engaging in administrative or after-sale activities.

Is prior experience in sales required for this position?

Yes, candidates must have a proven track record of 5+ years in sales targeted at high-net-worth individuals.

What type of clients will I be working with?

You will be working with high-net-worth individuals who have liquid assets of more than 350,000 Euros.

Will I receive support in generating leads?

Yes, you will receive a constant flow of leads generated by Fisher Investments, along with marketing materials.

Are there any cold-calling activities involved in this position?

No, this position does not involve cold-calling; you will be contacting potential clients whose details are provided by the company.

What is the compensation structure for this role?

The compensation structure is highly lucrative with uncapped earning potential and a transparent fee structure.

How does this role contribute to client retention?

Although client retention is not your primary responsibility, you will be supported by dedicated portfolio management and client service teams that manage ongoing client relationships.

What qualities do successful salespeople in this role possess?

Successful salespeople are motivated, optimistic, persistent, capable of connecting with diverse audiences, and demonstrate high ethical and professional standards.

What is the application process for this position?

Interested candidates must submit their curriculum vitae (CV) in English.

Bettering the Investment Universe

Finance
Industry
1001-5000
Employees
1979
Founded Year

Mission & Purpose

Fisher Investments is an independent, fee-only investment adviser. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base including corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. Fisher Investments was founded in 1979 by Ken Fisher—a well-known innovator in investment theory and the author of 11 books, including 4 New York Times bestsellers. Ken wrote the Forbes “Portfolio Strategy” column from 1984 through 2016, making him the longest continuously running columnist in the magazine’s history. In recent years, Ken’s columns have run consistently in major media outlets around the world, spanning more countries and more volume than any other columnist of any type in history. Over the last decade, Ken has regularly appeared on CNBC, Fox Business, Fox News, CNN International, Yahoo Finance, Bloomberg TV, and numerous other financial news outlets.