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Position Overview
Envision stepping into a dynamic sales environment filled with driven, thoughtful, and enthusiastic professionals dedicated to enhancing our clients' financial futures. As a Client Relationship Executive, you will engage with affluent individuals who have shown interest in Fisher Investments Australia materials. Utilizing effective sales strategies, you will identify the investors' objectives, inform them about our offerings, and schedule appointments with our external sales team.
The Role:
The Client Relationship Executive role is both fulfilling and stimulating. Surrounded by experienced professionals and mentors, you will enhance your sales abilities, cultivate relationships within the organization, and steer your career path. You will report directly to your manager, who will work alongside you and assist you throughout the sales process. With a compensation structure that includes a base salary plus uncapped commission, you will enjoy the security of guaranteed income alongside the potential for performance-based earnings.
In simple terms: Your effort directly correlates with your rewards.
Daily Responsibilities:
Articulate Fisher's value proposition to high-net-worth investors to secure meetings with regional sales representatives Shape your career path while contributing to the firm's growth and enhancing the financial well-being of prospective clients Thrive in a vibrant environment with like-minded colleagues and be recognized through a merit-based system Benefit from warm leads provided by our marketing team, eliminating the need for cold callingRequired Qualifications:
A university degree or a comparable combination of education and experience No previous sales experience or industry knowledge required Results-oriented: You have a track record of personal and professional achievements Trustworthy: You know how to build trust and prioritize the interests of others Effective Communicator: You can engage and connect with diverse audiences Persuasive: You employ compelling arguments to gain support and commitment Resilient: You confront challenges head-on and learn from your experiencesWhy Choose Fisher Investments Australia:
At Fisher Investments, we are driven by a greater purpose: to enhance the investment landscape by consistently prioritizing our clients' interests. We offer clients a unique experience through unparalleled service, ongoing education, and distinctive insights into investing.
The next phase of our growth will be fueled by the expansion of our Private Client Group into Australia. You will be at the forefront of this initiative, joining our global workforce within an inclusive culture that values diverse perspectives. You will receive training, development, exceptional benefits, and the opportunity to build a lasting career. If this resonates with you, consider joining us in our mission to enhance the investment universe.
Employee Benefits:
Comprehensive coverage for our premium supplemental healthcare plan (including medical, dental, and vision) for employees and their eligible dependents Superannuation contributions at the mandated percentage as per legislation, up to the maximum contribution base 20 days of annual leave, in addition to 10 paid public holidays Access to an Employee Assistance Program and various emotional well-being services A $10,000 benefit for fertility, hormonal health, and family planning A collaborative work environment that emphasizes continuous training, educational support, and employee recognition events*Employees located outside the US will receive the equivalent of the $10,000 benefit in their local currency.
