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French Tied Agent

Nationwide, France


Job Description


The Opportunity: 

As a Regional Sales Manager, you will call high-net-worth leads the firm provides, qualify and schedule face-to-face appointments, and meet with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves extensive calling (although no cold-calling) and direct consultative selling. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships.


  • Consistent and quantifiable individual sales success with investors
  • Minimum of five years of success selling to high net worth individuals
  • Quantifiable track record in closing new investor business.

What are the traits that our top salespeople possess?

  • Strong competitive drive; plays to win and gives all to be the best
  • Goal-oriented and results-focused; “money is a measure of success” mentality
  • Calculated risk-taker; willing to win-some, lose some
  • Proven closer; outstanding sales ability with documented track record of success
  • Optimistic outlook; sees opportunities not problems
  • Persistence under adversity; accepts personal responsibility for failures and treats “losses” as learning opportunities
  • High activity orientation and exceptional work ethic
  • Phenomenal interpersonal communication skills; confident, dynamic and assertive
  • Highly ethical and professional


  • Knowledge of financial and estate planning issues in order to better understand prospects’ needs
  • Degree in financial and estate planning

Why Fisher Investments Europe:

Fisher Investments Europe offers portfolio management tailored to clients’ long-term goals. Client assets are held at recognized  European  custodians and managed by Fisher Investments in the United States. Fisher Investments and Fisher Investments Europe use a simple and transparent fee structure that aligns our interests with our clients’ priorities. The Fisher organization  has a long history of managing global investments and helping people reach their long-term goals and objectives.

  • Highly lucrative compensation structure within an entrepreneurial setting
  • Work from your home as an independent contractor (tied agent)
  • Sell to high net worth individuals
  • Focus on bringing on new private clients with liquid assets of more than 350,000 Euros 




*Employees responsible for any benefit-in-kind taxes as classed by the HMRC

**Available only to regular full-time employees with at least a 12-month contract



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