Account Executive (Inside Sales) in City of London

Account Executive (Inside Sales) in City of London

City of London Full-Time 36000 - 60000 £ / year (est.) No working from home possible
Fisher Investments UK

At a Glance

  • Tasks: Engage with high-net-worth clients to understand their investment goals and set appointments.
  • Company: Fisher Investments is a client-focused firm dedicated to improving financial futures.
  • Benefits: Enjoy 28 days annual leave, health benefits, gym subsidies, and a generous commission structure.
  • Other info: Full training provided; energetic and collaborative work environment.
  • Why this job: Join a motivated team, receive hands-on training, and shape your unique career path in sales.
  • Qualifications: University graduate or equivalent; sales experience preferred but not essential.

The predicted salary is between 36000 - 60000 £ per year.

Overview

The Account Executive position provides the opportunity to join a sales environment surrounded by motivated, passionate individuals working to better the financial industry. You will be a crucial part of the sales process as the liaison between UK private clients and our firm - helping both their financial futures and our overall growth. You will engage with high-net-worth individuals who have expressed interest in Fisher Investments UK. Using sales techniques, you’ll determine their investment goals and educate them on our strategy with the goal of setting an appointment with our outside sales team.

The Opportunity:

Through hands-on training and mentorship, your personal development is exponential. Surrounded by motivated professionals, you will grow your sales skills, build relationships within the firm and create your unique career path. The Account Executive position is both a rewarding and engaging role.

You will have a base salary with a generous uncapped commission structure and a great compensation package. Typical OTE averages: £40-55,000 year 1, £60-75,000 year 2 and £85,000+ year 3.

The Day-to-Day:

  • Gain an understanding of wealth management in the UK. How do people invest their money? What do they invest it in?
  • Sharpen your sales skills as you improve your pitch and help us turn leads into assets under management
  • Speak to High net worth investors to understand their financial position and suggest relevant next steps
  • Cultivate an understanding of Fisher Investments market philosophy, supported by sessions ranging from Capital Markets to sales techniques, you will learn the art of becoming a sales professional

Your Qualifications:

  • University graduate or equivalent combination of education and experience
  • Experience selling and passionate about a career in sales
  • You meet challenges head-on. You learn from your setbacks and work towards improvement
  • Eager to work in an energetic, collaborative environment with motivated professionals

Experience in finance is helpful but not necessary as full training is provided.

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

It’s the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:

  • 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
  • $10,000* fertility, hormonal health and family-forming benefit
  • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER

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Account Executive (Inside Sales) in City of London employer: Fisher Investments UK

Fisher Investments Europe is an exceptional employer that prioritises the growth and well-being of its employees, offering a dynamic sales environment where Account Executives can thrive. With comprehensive training, generous compensation packages, and a strong focus on personal development, employees are empowered to build meaningful careers while enjoying a collaborative culture that values their contributions. Located in the UK, Fisher Investments provides a supportive atmosphere with extensive benefits, including health coverage, enhanced leave options, and a commitment to employee wellness.

Fisher Investments UK

Contact Details:

Fisher Investments UK Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Account Executive (Inside Sales) in City of London

Tip Number 1

Familiarise yourself with the financial industry, particularly wealth management in the UK. Understanding how high-net-worth individuals invest their money will help you engage more effectively during conversations.

Tip Number 2

Practice your sales pitch and techniques regularly. Role-playing with friends or colleagues can help you refine your approach and build confidence when speaking to potential clients.

Tip Number 3

Network with professionals in the finance and sales sectors. Attend industry events or join relevant online forums to connect with others who can provide insights and advice on succeeding in this role.

Tip Number 4

Research Fisher Investments' market philosophy and values. Being well-versed in the company's approach will not only impress during interviews but also help you align your sales strategies with their goals.

We think you need these skills to ace Account Executive (Inside Sales) in City of London

Sales Techniques
Relationship Building
Communication Skills
Understanding of Wealth Management
Client Engagement
Problem-Solving Skills
Adaptability

Some tips for your application 🫡

Understand the Role:Before applying, make sure you fully understand the responsibilities of an Account Executive. Familiarise yourself with the sales process and how it relates to financial services, as this will help you tailor your application.

Tailor Your CV:Highlight relevant experience in sales or customer service on your CV. Use specific examples that demonstrate your ability to engage with clients and meet their needs, especially in a financial context.

Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for sales and your eagerness to learn. Mention why you are interested in Fisher Investments UK specifically and how your skills align with their values and goals.

Showcase Your Sales Skills:In your application, provide examples of how you've successfully sold products or services in the past. Use metrics where possible to quantify your achievements, as this will demonstrate your effectiveness as a sales professional.

How to prepare for a job interview at Fisher Investments UK

Understand the Financial Landscape

Before your interview, take some time to research the UK wealth management industry. Familiarise yourself with common investment strategies and current market trends. This knowledge will help you engage in meaningful conversations and demonstrate your interest in the role.

Showcase Your Sales Skills

Prepare to discuss your previous sales experiences and techniques you've used to close deals. Be ready to share specific examples of how you've met or exceeded targets in the past. This will highlight your suitability for the Account Executive position.

Ask Insightful Questions

During the interview, ask questions that show your enthusiasm for the role and the company. Inquire about the training process, team dynamics, and how success is measured in the position. This not only shows your interest but also helps you assess if the company is the right fit for you.

Demonstrate a Growth Mindset

Be prepared to discuss challenges you've faced and how you've learned from them. The company values individuals who are eager to improve and adapt. Sharing your experiences of overcoming obstacles will illustrate your resilience and commitment to personal development.