Jobs in Rockwall Texas
237 positions found — Page 11
F
Financial Counselor
$10,000
Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
* Work with our Canadian clients to build a trusting and professional relationship
* Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
* Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
* Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
* CFA (passed any level) and Series 65 (we will help you obtain upon starting)
* 4+ years of experience with portfolio management and client relationship building
* Bachelor's degree
* A thoughtful consultative approach with an emphasis on client focus
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
* This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX.
The Day-to-Day:
As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:
* Work with our Canadian clients to build a trusting and professional relationship
* Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
* Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
* Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Qualifications:
* CFA (passed any level) and Series 65 (we will help you obtain upon starting)
* 4+ years of experience with portfolio management and client relationship building
* Bachelor's degree
* A thoughtful consultative approach with an emphasis on client focus
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
* This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
F
Portfolio Counselor
🏢 Fisher Investments Careers
$10,000
Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you.
The Opportunity:
The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
* Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
* Help bring in new assets through client referrals
* Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments
* Align our portfolio strategy with clients' goals
* Oversee clients onboarding process, including transfer of assets
* Collaborate with several teams to provide unparalleled service
* Introduce clients to their long-term relationship manager
Your Qualifications:
* 3+ years' experience working in financial services
* Hold Series 65 license or required upon hire
* Understanding of capital markets and investment products
* Manage complexity in a high-volume environment
Compensation:
* This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures
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
The Opportunity:
The Portfolio Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments' growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
* Partner with Fisher's sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments
* Help bring in new assets through client referrals
* Educate clients on Fisher's investment philosophy and what it means to work with Fisher Investments
* Align our portfolio strategy with clients' goals
* Oversee clients onboarding process, including transfer of assets
* Collaborate with several teams to provide unparalleled service
* Introduce clients to their long-term relationship manager
Your Qualifications:
* 3+ years' experience working in financial services
* Hold Series 65 license or required upon hire
* Understanding of capital markets and investment products
* Manage complexity in a high-volume environment
Compensation:
* This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures
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
Not Specified
Investment Counselor (Financial Advisor Alternative)
$10,000
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.
Since 1995, Fisher Investments has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor.
Now is your opportunity to use your finance experience to better the investment universe.The Opportunity:As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Since 1995, Fisher Investments has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor.
Now is your opportunity to use your finance experience to better the investment universe.The Opportunity:As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy 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 dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidaysFamily 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 careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Not Specified
W
Remote B2B Sales Executive
Salary not disclosed
Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.
What You'll Do
- Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
- Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
- Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
- Build a residual income stream that grows month after month — every account you sign keeps paying you
- Become a trusted advisor to your clients — delivering value, savings, and partnership
What You'll Get
- Uncapped Commission Structure — earn what you're worth
- Lifetime Residuals — ongoing passive income on every account
- $15,000+ Fast-Start Bonus potential in your first 90 days
- Daily Qualified Leads so you can focus on closing, not chasing
- Exclusive Fintech Tools & CRM — built to help you win faster
- 45X Portfolio Buyout Option — turn your book into real equity
- Comprehensive Training, Mentorship & Closer Support
- 3-6 preset appointments each day!
What We're Looking For
- Proven B2B or outside sales track record (merchant services or fintech experience preferred)
- A fearless hunter mentality — you love prospecting and closing deals
- A "CLOSER" - Hybrid role with appointments that need to be closed!
- Entrepreneurial spirit with discipline and self-motivation
- Confident communicator who builds instant trust with business owners
- A go-getter who thrives in a performance-based environment
Why Wholesale Payments?
This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.
Job Type: Full-time
Pay: $85,000.00 - $185,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Outside sales: 2 years (Preferred)
- Direct sales: 1 year (Preferred)
- Sales: 4 years (Required)
- B2B sales: 2 years (Required)
Ability to Commute:
- Arizona (Required)
Work Location: Remote
Remote working/work at home options are available for this role.
Not Specified
W
Remote Business Development Executive
🏢 Wholesale Payments
Salary not disclosed
Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.
What You'll Do
- Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
- Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
- Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
- Build a residual income stream that grows month after month — every account you sign keeps paying you
- Become a trusted advisor to your clients — delivering value, savings, and partnership
What You'll Get
- Uncapped Commission Structure — earn what you're worth
- Lifetime Residuals — ongoing passive income on every account
- $15,000+ Fast-Start Bonus potential in your first 90 days
- Daily Qualified Leads so you can focus on closing, not chasing
- Exclusive Fintech Tools & CRM — built to help you win faster
- 45X Portfolio Buyout Option — turn your book into real equity
- Comprehensive Training, Mentorship & Closer Support
- 3-6 preset appointments each day!
What We're Looking For
- Proven B2B or outside sales track record (merchant services or fintech experience preferred)
- A fearless hunter mentality — you love prospecting and closing deals
- A "CLOSER" - Hybrid role with appointments that need to be closed!
- Entrepreneurial spirit with discipline and self-motivation
- Confident communicator who builds instant trust with business owners
- A go-getter who thrives in a performance-based environment
Why Wholesale Payments?
This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.
Job Type: Full-time
Pay: $85,000.00 - $185,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Outside sales: 2 years (Preferred)
- Direct sales: 1 year (Preferred)
- Sales: 4 years (Required)
- B2B sales: 2 years (Required)
Ability to Commute:
- Arizona (Required)
Work Location: Remote
Remote working/work at home options are available for this role.
Not Specified
W
Remote Sales Executive (B2B)
🏢 Wholesale Payments
Salary not disclosed
Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.
What You'll Do
- Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
- Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
- Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
- Build a residual income stream that grows month after month — every account you sign keeps paying you
- Become a trusted advisor to your clients — delivering value, savings, and partnership
What You'll Get
- Uncapped Commission Structure — earn what you're worth
- Lifetime Residuals — ongoing passive income on every account
- $15,000+ Fast-Start Bonus potential in your first 90 days
- Daily Qualified Leads so you can focus on closing, not chasing
- Exclusive Fintech Tools & CRM — built to help you win faster
- 45X Portfolio Buyout Option — turn your book into real equity
- Comprehensive Training, Mentorship & Closer Support
- 3-6 preset appointments each day!
What We're Looking For
- Proven B2B or outside sales track record (merchant services or fintech experience preferred)
- A fearless hunter mentality — you love prospecting and closing deals
- A "CLOSER" - Hybrid role with appointments that need to be closed!
- Entrepreneurial spirit with discipline and self-motivation
- Confident communicator who builds instant trust with business owners
- A go-getter who thrives in a performance-based environment
Why Wholesale Payments?
This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.
Job Type: Full-time
Pay: $85,000.00 - $185,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Outside sales: 2 years (Preferred)
- Direct sales: 1 year (Preferred)
- Sales: 4 years (Required)
- B2B sales: 2 years (Required)
Ability to Commute:
- Arizona (Required)
Work Location: Remote
Remote working/work at home options are available for this role.
Not Specified
W
Outside B2B Sales Executive (Uncapped Commissions | Lifetime Residuals | Real Freedom)
🏢 Wholesale Payments
Salary not disclosed
Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.
What You'll Do
- Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
- Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
- Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
- Build a residual income stream that grows month after month — every account you sign keeps paying you
- Become a trusted advisor to your clients — delivering value, savings, and partnership
What You'll Get
- Uncapped Commission Structure — earn what you're worth
- Lifetime Residuals — ongoing passive income on every account
- $15,000+ Fast-Start Bonus potential in your first 90 days
- Daily Qualified Leads so you can focus on closing, not chasing
- Exclusive Fintech Tools & CRM — built to help you win faster
- 45X Portfolio Buyout Option — turn your book into real equity
- Comprehensive Training, Mentorship & Closer Support
- 3-6 preset appointments each day!
What We're Looking For
- Proven B2B or outside sales track record (merchant services or fintech experience preferred)
- A fearless hunter mentality — you love prospecting and closing deals
- A "CLOSER" - Hybrid role with appointments that need to be closed!
- Entrepreneurial spirit with discipline and self-motivation
- Confident communicator who builds instant trust with business owners
- A go-getter who thrives in a performance-based environment
Why Wholesale Payments?
This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.
Job Type: Full-time
Pay: $85,000.00 - $185,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Outside sales: 2 years (Preferred)
- Direct sales: 1 year (Preferred)
- Sales: 4 years (Required)
- B2B sales: 2 years (Required)
Ability to Commute:
- Arizona (Required)
Work Location: Remote
Not Specified
W
High-Earning Remote Sales Representative
🏢 Wholesale Payments
Salary not disclosed
Are you a results-driven sales professional ready to take full control of your income, schedule, and success?At Wholesale Payments, we're empowering ambitious Outside B2B Sales Executives to own their territory, dominate their market, and build lasting wealth in the rapidly growing fintech and merchant services industry.
What You'll Do
- Engage and consult with small and mid-sized business owners, offering best-in-class payment processing, POS, and business technology solutions
- Execute a proven B2B sales process — prospect, present, and close new accounts face-to-face
- Manage your own pipeline with full autonomy, supported by elite tools and a winning culture
- Build a residual income stream that grows month after month — every account you sign keeps paying you
- Become a trusted advisor to your clients — delivering value, savings, and partnership
What You'll Get
- Uncapped Commission Structure — earn what you're worth
- Lifetime Residuals — ongoing passive income on every account
- $15,000+ Fast-Start Bonus potential in your first 90 days
- Daily Qualified Leads so you can focus on closing, not chasing
- Exclusive Fintech Tools & CRM — built to help you win faster
- 45X Portfolio Buyout Option — turn your book into real equity
- Comprehensive Training, Mentorship & Closer Support
- 3-6 preset appointments each day!
What We're Looking For
- Proven B2B or outside sales track record (merchant services or fintech experience preferred)
- A fearless hunter mentality — you love prospecting and closing deals
- A "CLOSER" - Hybrid role with appointments that need to be closed!
- Entrepreneurial spirit with discipline and self-motivation
- Confident communicator who builds instant trust with business owners
- A go-getter who thrives in a performance-based environment
Why Wholesale Payments?
This isn't your typical sales gig — it's a career path toward true financial freedom. You'll be backed by one of the most respected names in the industry, equipped with world-class tools, and surrounded by a winning culture that rewards performance.
Job Type: Full-time
Pay: $85,000.00 - $185,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Outside sales: 2 years (Preferred)
- Direct sales: 1 year (Preferred)
- Sales: 4 years (Required)
- B2B sales: 2 years (Required)
Ability to Commute:
- Arizona (Required)
Work Location: Remote
Remote working/work at home options are available for this role.
Not Specified
B
Customer Service Representative
Salary not disclosed
Our Customer Service Representatives are the first point of contact for our clients and play a vital role in the success of our trades company. They handle incoming calls, schedule service appointments, provide clear communication between customers and technicians, and ensure every client receives professional and timely support. With strong organizational skills and a commitment to excellent service, they help create a positive experience from the initial inquiry through job completion.
This position requires availability for a 10:00 AM to 7:00 PM shift.
Responsibilities
- Communicate with customers via phone, email and chat
- Provide knowledgeable answers to questions about product, pricing and availability
- Work with internal departments to meet customer's needs
- Data entry in various platforms
Qualifications
- At least 1 - 3 years' of relevant work experience
- Excellent phone etiquette and excellent verbal, written, and interpersonal skills
- Ability to multi-task, organize, and prioritize work
Not Specified
Sales Account Executive Entry Level
🏢 Fisher Investments
$10,000
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, youll 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 Plano, TX 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 Fishers 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
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
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 Plano, TX 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 Fishers 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
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
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