Sales Account Executive, Entry Level

About the Role

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 will pick up the phone and engage with high-net-worth individuals who have expressed interest in Fisher Investments’ materials. Using sales techniques, you’ll determine investors' goals, educate them on our services, and set a meeting with our outside sales team. This is an in-office job located in Camas, WA.

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. You will report to your manager who will 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.

Key Responsibilities

• 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.

Requirements & Tech Stack

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, learn from your setbacks, and work towards improvement.

Compensation

• Commission/variable pay based position - $50,000 base salary with step downs to $35,630.40 in the state of WA.
• Compensation includes an appointment held fee and a percentage of estimated first year’s management fees for new business closed by the firm’s regional representative.
• Over the last 3 years, approximately 40% of our Account Executives have made over $100,000 in their first year in the role.

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.

• 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.