Overview
Tied Agent in Sweden (Swedish Tied Agent)
Fisher Investments Luxembourg
If you’d like to apply for this position, please submit your resume in English.
As a Regional Sales Manager at Fisher Investments, you will call high-net-worth prospects provided by us, verify their eligibility, and schedule in-person meetings. You will meet with prospects to acquire new clients and assets under management for our firm. This role requires initiative, extensive outbound calling, and direct, consultative sales. (Note: No “cold calling.”) You’ll be supported by teams specializing in portfolio management and client service, who handle onboarding and ongoing client support.
The Workday:
Work from home as an independent consultant (affiliated agent) and focus entirely on client recruitment. (No administration or customer service.)
Recruit new retail clients with investable assets of at least 3,250,000 SEK.
Receive support from our teams and a constant stream of client leads generated by Fisher and marketing materials.
Develop an understanding of Fisher Investments’ marketing philosophy through internal training on topics ranging from capital markets to sales techniques.
Report directly to the CEO.
Your Qualifications:
Consistent and quantifiable individual sales achievements with stock market investors.
At least 5 years of experience in successful sales to high-net-worth individuals.
Quantifiable experience in closing new deals with investors.
Traits of successful salespeople:
Motivated to set and achieve goals—“money is a measure of success.”
Take calculated risks—willing to win some and lose others.
Optimists—view failures as opportunities to improve and find solutions.
Energetic, persevering in the face of adversity.
Skilled at communicating with a wide range of audiences.
Professionals with high ethical standards.
Why Fisher Investments Luxembourg?
The Fisher organization has extensive experience managing global investments and tailoring portfolios to help our clients achieve their long-term goals. We are proud of our:
highly lucrative compensation structure with no cap
first-class service with a 99% client retention rate
transparent fee structure that aligns the firm’s interests with those of its clients
separation of duties, so you can devote 100% of your time to sales
opportunity to work from home full-time
Client assets are held with recognized European custodians and managed by Fisher Investments in the U.S.
As a Regional Sales Manager with Fisher Investments, you will call high-net-worth leads we provide, qualifying them and scheduling in-person appointments. You will meet with prospective clients with the goal of acquiring new clients and assets for our firm. This position is highly entrepreneurial and involves extensive calling (though no cold calling) and direct consultative selling. You will be supported by dedicated portfolio management and client service teams who manage the transition and retention of client relationships.
Day-to-Day Responsibilities:
Work from home as an independent contractor (tied agent) and focus entirely on client acquisition (no administrative or post-sale tasks)
Focus on bringing on new private clients with liquid assets of more than 3,250,000 SEK
Receive support from our teams and benefit from a constant flow of leads generated by Fisher and marketing materials
Develop a thorough understanding of Fisher Investments’ market philosophy through sessions covering topics ranging from capital markets to sales training
Report directly to the Managing Director
Your Qualifications:
Consistent and quantifiable individual sales success with stock market investors
5+ years of success selling to high-net-worth individuals
Quantifiable track record in closing new investor business
Traits of top salespeople:
A motivated mindset focused on setting and achieving goals: “money is a measure of success”
A calculated risk-taker; willing to win some, lose some
An optimistic outlook; views failures as opportunities to improve and find solutions
High level of initiative and persistence in the face of setbacks
Ability to connect with a wide range of audiences through dynamic interpersonal skills
Highly ethical and professional
Why Fisher Investments Luxembourg:
The Fisher organization has a long history of managing global investments and tailoring portfolio management to help our clients achieve their long-term goals. We pride ourselves on our:
Highly lucrative compensation structure with uncapped earning potential
First-class service with a 99% client retention rate
Transparent fee structure that aligns the firm’s interests with client priorities
Separation of job responsibilities so you can dedicate 100% of your time to sales
Full-time work-from-home opportunity
Client assets are held at recognized European custodians and managed by Fisher Investments in the United States.
#LI-Remote
Fisher Investments is a global investment management firm that manages portfolios for high-net-worth clients and tailors investment strategies to help clients achieve their long-term financial goals. The firm holds client assets with recognized European custodians and manages investments from the U.S., offering a transparent fee structure that aligns the firm's interests with those of its clients. Fisher Investments is known for its first-class service, maintaining a 99% client retention rate, and operates through a regional sales structure targeting affluent investors with substantial investable assets.
