Sales Account Executive – Entry Level
Tampa, Florida
At Fisher, we value our salespeople as the initiators of our firm’s growth, as well as those who lead the charge in bettering the lives of our clients. As the first point of contact with potential clients, our Account Executives help investors learn about our transparent fee structure, personalized strategies, and unique investment philosophy. Account Executives allow these potential clients to understand how our services can benefit their lives and help them reach their long-term goals. At Fisher, you can turn your sales and communication skills into a successful long-term career.
- Full Time
- Level: Associate
- Travel: None
- Salary: Competitive
Uncapped Commissions. Warm Leads Provided. Upward Career Mobility.
Success Profile
At Fisher, our Account Executives demonstrate the following traits, and all are equally important to their success.
- Resilient
- Goal Oriented
- Results Driven
- Persuasive
- Trustworthy
- Relationship Oriented
Culture
In the fast-paced Account Executive role, you will work in an exciting and vibrant atmosphere while communicating Fisher’s value proposition to high-net-worth investors, arranging meetings with our Vice Presidents. Your sales production directly affects your growth, and you will be recognized and rewarded for your performance.
We reinforce your success with operational support, customized training programs, mentoring, and career coaching. You can also appreciate the stability of a growing firm with clients globally.
Potential Career Path
At Fisher, we can help you become a high-performing professional and achieve long-term success, regardless of your background. We offer a defined sales career track to an exclusive and lucrative opportunity in the investment industry, an opportunity earned by merit. Your sales production directs your progress – not tenure, or designations.
Our robust training offerings and supportive resources will help drive your professional development and growth as you build your lifelong career at Fisher. Each step along your journey leads to more resources, more responsibility, and more rewards.
* Fisher is a global organization, sales tracks and titles will vary based on your location.
Each step along this journey leads to more resources, more responsibility, and more rewards.
Example of a common career path for U.S employees; start as an Account Executive, advance to Senior Account Executive, move to WealthBuilder Salesperson, then Vice President, and ultimately Regional Vice President.
Are you ready for a thriving sales career?
Our Global Benefits
We provide coverage that helps you stay healthy and live your best life throughout your Fisher career. This includes well-balanced and proactive health care options and additional benefits that support your health and financial wellness.
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Health Care
Quality health care packages offered globally, covering you and your qualified dependents.
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Work-Life Balance
We provide various forms of support and flexibility so you can achieve appropriate balance across all your priorities.
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Awards & Recognition
We celebrate achievements and drive a strong culture of recognition across the organization.
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Time Off
Our annual leave packages and country-specific paid holidays help you balance work and free time.
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Retirement Plans
We contribute to your 401(k) retirement or pension plan, and provide access to financial planning tools.
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Career Growth & Development
Learning and development programs and resources support you as you build your Fisher career.
Responsibilities
Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As an Account Executive, you pick up the phone and engage with high-net-worth individuals who expressed interest in Fisher Investments’ materials. Using sales techniques, you’ll determine the investors' goals, educate them on our services, and set a meeting with our outside sales team.
The Opportunity:
The Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. This is an in-office job located in Tampa, FL where you will report to your manager who will sit in the pod with you and guide you in the sales process. Based on a salary plus uncapped-commission pay structure, you have the comfort of some guaranteed income with the possibility that accompanies uncapped, performance-based commission.
Simply put: The harder you work, the more you earn.
The Day-to-Day:
- Communicate Fisher’s value proposition to high-net worth investors to arrange meetings with regional sales partners
- Control your career trajectory and increase firm growth while bettering the financial well-being of potential clients
- Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy
- Our marketing team will provide you with warm leads, which means no cold calling!
Your Qualifications:
- No prior sales experience or industry knowledge needed
- Drive results: You have experienced personal and professional success
- Instill Trust: You understand how to earn the trust of others, and look out for others’ best interests
- Communication: You are engaging and can connect with a wide array of audiences
- Persuade: You use compelling arguments to gain the support and commitment of others
- Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
See the area you’ll be working in.
Get an idea of what your daily routine can be like.
Explore Tampa Now
Anthony’s Fisher Journey: From Sales Intern to VP
Anthony M. grew his Fisher Investments career from summer Intern to Vice President in just a few years. How did he chart a rewarding Fisher career and find success while providing outstanding service to our clients?
"The firm offers each Account Executive an in-depth sales training program to start, followed with ongoing coaching and mentoring. Even our most experienced sales people are always happy to spend one-on-one time answering questions and giving advice. This sales environment helped me develop my confidence, take on new challenges and projects, and achieve my goals."
Aimee W.
Account Executive Team Leader
Fisher Investments
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