Institutional Sales Support Associate
Company: Fisher Investments
Location: Gresham
Posted on: May 11, 2022
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Job Description:
The Opportunity:
At Fisher Investments you will lead the front lines in
Institutional Sales by prospecting and managing territories for our
elite outside sales team. You will help establish connections with
decision makers, develop relationships, and win business in the
defined contribution space. You'll work on exciting expansion
efforts and get exposure to the world of institutional money
management.
The Institutional Group has several teams that specialize in
different parts of the sales cycle to help support outside sales
and inside service Relationship Managers (RMs). Institutional Sales
Support Associates get RMs in front of decision-makers at top
institutions in hopes of educating them on our capabilities. You
will support RMs and reporting directly to the manager of the
institutional sales associate team who will aid in your
development.
The Day-to-Day:
Identify decision makers with influence over 401(k) plans, provide
lead follow-up, and set appointments for the Sales RMs by phone and
email
Manage the RMs' territory and support their activity with the use
of Salesforce and prospect coverage reports
Monitor industry publications for news about prospective clients by
finding opportunities to attract business
Present new ideas to management to help increase efficiency within
the role and the group
Your Qualifications:
No prior sales experience or industry knowledge needed
You are engaging and can connect with a wide array of audiences
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
Persuade: You use compelling arguments to gain the support and
commitment of others
Why Fisher Investments:
At Fisher Investments, we work for a bigger purpose: bettering the
investment universe. From unmatched service to unique perspectives
on investing, 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 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days
annually
A cumulative learning and development framework customized for
every employee
An award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the
different perspectives and unique skills you bring to the team - it
makes us all better. Success at Fisher Investments is motivated by
results, a collaborative mindset and a commitment to accomplishing
great things - so if you are ready to do that, we are ready for
you! Apply today to be a part of a team environment where you make
a difference in the lives of people by bettering the investment
universe.
*California employees accrue up to 17 days of PTO and 3 days of
sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Gresham , Institutional Sales Support Associate, Sales , Gresham, Oregon
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