As an account executive at Fisher Investments, what would you say are the most important traits to have in order to succeed?

As an account executive at Fisher Investments, what would you say are the most important traits to have in order to succeed?
2018-07-26T18:34:42Z 1
2018-07-26T18:34:42Z

Account Executive at Fisher Investments

over 2 years ago
First and for most to be successful one must be coachable to excel as an Account Executive. Having finance background is great but learning what makes Fisher Investments such an enticing option for high net worth individuals, takes time to fluidly explain over the phone. Being able to take complex topics and keep them high level to gain interest through the conviction one brings over the phone separates the top performers from the rest. Listening and being genuinely interested in the prospects wants and desires from their portfolio is what can make or break a conversation. Rather than telling a prospect they need to have a meeting with Fisher Investments because we're the best. Also one needs to have patients, and not get discouraged, an Account Executive will make between 200-300 dials a day where hundreds never pick up, however Account Executives are looking for the 1-2 individuals that are interested to help out.
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