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Account Executive Manager

Plano, TX, United States
Sales
11482

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Job Description

Overview

At Fisher Investments our Account Executives (AE's) engage with high-net-worth individuals who expressed interest in our promotional materials. Using their sales expertise, AE's determine the prospect's investment goals and educate them on our strategy. They guide communication between a prospective client and our firm, affecting both the prospect's financial future and our overall growth. 

 

The Opportunity:

 

The Account Executive Manager is much more than a manager—our group is built on leaders. Reporting to the AVP of Account Executives, you will gain the skills required to motivate and coach employees to greatness. You will also hone your interviewing skills, gaining an in-depth understanding of our firm's sales process and the prospective client-facing aspects of the financial services industry. Along the way, you will be challenged with leading a team of, outgoing, motivated sales personnel producing quality appointments for our outside sales team.

 

The Day-to-Day:

 

  • Inspire and lead a team of AE's to ensure the department's metrics and fiscal year goals are met
  • Help develop human capital to prepare AE's for their next role in our organization
  • Participate in recruiting efforts for new AE's, including traveling to college campuses and conducting phone and on-site interviews
  • Conduct ad hoc and scheduled performance review meetings
  • Be a motivator and resource for questions relating to communication techniques, market knowledge and the financial services industry
  • Screen and approve all appointments set for the outside sales team

Your Qualifications:

 

  • 2+ years experience with a phone-based sales environment
  • Experience developing and motivating sales professionals
  • Maintain examination requirements and required security licenses
  • U.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hire

Why Fisher Investments:

 

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance for you and your eligible dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 weeks paid Primary Caregiver Parental Leave
  • Back-up Child Care Program available, offering up to 10 days annually
  • A cumulative learning and development framework customized for every employee
  • An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

 

*California employees accrue up to 17 days of PTO and 3 days of sick time per year. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

 

 

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