Landing a job as a sales account executive at a prestigious investment firm like Fisher Investments can be a highly coveted role for those looking to break into the financial services industry. As one of the world’s leading independent investment advisers managing over $197 billion for individuals and institutions, Fisher Investments offers ambitious sales professionals huge growth potential. However, succeeding as a sales account executive there requires much more than just financial sales skills. This article will explore key strategies for excelling as a sales account executive at Fisher Investments, one of the investment industry’s most prestigious firms.
Understand Fisher Investments’ investment philosophy and process
Perhaps most importantly, sales account executives at Fisher Investments must thoroughly understand the firm’s core investment philosophy and process. Fisher Investments follows a top-down approach focused on long-term fundamentals over short-term noise. Guided by seasoned research teams, Fisher develops global market outlooks to inform tactical asset allocation and rigorous security selection. Sales executives should be well-versed in Fisher’s focus on managing portfolios according to each client’s personalized needs and objectives. They must also grasp Fisher’s dedication to low costs, diversity, and consistent rebalancing over market timing. Equipped with deep knowledge of Fisher Investments’ principled investment approach, sales account executives can engage prospects and articulate the firm’s value convincingly.
Highlight Fisher Investments’ reputation and client service
Sales account executives should also emphasize Fisher Investments’ stellar reputation and client service approach. Fisher is dedicated to demystifying investing through transparent education. Its Investment Counselor network provides personalized guidance to help clients stay invested through volatility. Fisher prioritizes developing strong client relationships grounded in trust. Sales executives should stress Fisher’s commitment to world-class client service, including convenient web and mobile access. With low account minimums and fees below industry average, Fisher makes institutional-caliber investing available to a wide range of individual clients. Sales executives can showcase Fisher’s accessibility while positioning the firm as a trusted partner for navigating complex markets.
Leverage Fisher Investments’ global resources and scale
To attract qualified leads, sales executives should highlight Fisher Investments’ considerable scale and resources. Fisher oversees client assets across North America, Europe, the Middle East, Latin America and Asia-Pacific. Its research insights draw on macroeconomic analysis across regions and sectors. Sales executives can emphasize how Fisher leverages far-reaching proprietary research capabilities most individual investors lack access to. At the same time, they should stress Fisher’s boutique service approach and focus on goals-based wealth management. With a strong foundation in Fisher’s philosophy, executives can strategically position the firm’s global scale and institutional-grade resources as an advantage for high-net-worth investors.
Apply consultative selling skills
Sales executives should utilize consultative selling techniques focused on each prospect’s unique needs. Skilled questions can reveal pain points and illuminate how Fisher Investments can help investors accomplish objectives. Sales conversations should benchmark performance, assess risk appetites, and identify gaps in current investment approaches. Executives can guide prospects through Fisher’s wealth management process while tailoring proposals to their priorities. Applying consultative skills enables sales executives to earn prospects’ trust and demonstrate Fisher Investments’ value in solving their challenges.
Succeeding as a sales account executive at a prestigious firm like Fisher Investments requires mastering the company’s investment approach and client service model. Executives should highlight Fisher’s philosophy, reputation, resources and consultative process when engaging qualified prospects.