Financial Sales Representative
Company: Fidelity Investments
Location: Lexington
Posted on: August 7, 2022
Job Description:
Job Description: Investment Solutions Representative "Fidelity
believes in, and is committed to, fair and consistent treatment for
every associate and customer, and to creating a safe and respectful
environment, in which everyone is treated with kindness, compassion
and respect." Abby Johnson Chairman & CEO Fidelity Investments Is
it time to explore new challenges in your career? Join a team
that's an industry leader in innovation and invests in you with key
product and service offerings, groundbreaking technology, and a
world-class investment platform. We empower professional growth,
flexibility and support thus enabling long-term success for you and
our clients. The Expertise We re Looking For
- Previous success in sales, preferably in financial
services
- Client or customer consultation experience
- Excellent phone and e-mail customer service skills
- Comprehensive understanding of financial services markets, the
economy and of industry trends
- FINRA Series 7 licensed
- Series 63 and 65 or 66 licensed OR ability to acquire upon
hire
- Degree and/or other professional certifications are helpful; if
you don t already have a CFP or degree, our Tuition Reimbursement
program can help you obtain one The Purpose of Your Role As an
Investment Solutions Representative, you will be the primary point
of contact for warm leads and existing customers handling inbound
sales calls. This is an inbound sales role that makes you more than
just a salesperson - you ll become a trusted partner for your
customers and colleagues alike. You will drive sales via warm
leads, carefully define customer needs, and cultivate
relationships, while guiding investment strategies with a defined
set of tools and solutions. All the while, Fidelity will provide
the invaluable ongoing training that keeps our teams at the
forefront of our industry and opens pathways to further career
development. The Skills You Bring
- Comprehensive understanding/interest in the financial services
market, economy, and industry trends
- Results-oriented and comfortable working independently within
the infrastructure of a large organization
- Strong technology skills and comfort with learning how to use
new tools
- Strong time management skills to balance all components of the
sales process from profiling to contacting warm leads to post
appointment follow up and reporting
- Excellent interpersonal skills
- Robust influencing and client engagement skills Our Investments
in You We believe it is important to approach life holistically.
Fidelity s greatest advantage is our people so our benefit programs
are designed to help you and your loved ones strike the right
balance. Sound too good to be true? See for yourself and learn more
about our benefits offerings:
- We offer a competitive total rewards package, including a
stable base salary, to recognize associate achievements
- Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: Benefits at Fidelity
Investments
- Click here for a story about how we are helping our employee s
payback their student loan debt The Value You Deliver
- Building and having fast-growing customer relationships by
identifying customer s need and offering customized Fidelity
investment solutions based on in-depth knowledge of products and
services
- Providing investment direction by using guidance tools to match
needs with suitable guidance solutions such as products, research,
and/or services.
- Partnering with other functions and roles within the
organization to drive additional business
- Developing and positioning mutual funds, fixed income products,
and discretionary money management services to existing customers
or leads
- Hosting conversations about domestic and foreign financial
markets, market trends, economic indicators, investment concepts
and strategies, and the universe of daring products in the
investment/consumer financial industry How Your Work Impacts the
Organization The Investment Solutions Representative works with
clients in Fidelity s Personal Investing business unit. Fidelity is
a leading provider of investment management, retirement planning,
family conversations, portfolio guidance, brokerage, benefits
outsourcing, and many other financial offerings. We have a
steadfast commitment to our clients, and we believe in building
relationships, not just in building sales or building our assets.
After all, our clients will place their investments, their savings,
and their futures in your hands. You ll be the one who will
personally work with them to help achieve their dreams- whether
that s saving for college, for retirement, for a big vacation, or
anything else. This is a serious responsibility and that s why we
ll surround you with amazing, supportive people and all the tools
you need.We believe in being . Fidelity s nine affinity groups are
self-organized groups of employees with common interests in areas
such as race, ethnicity, gender or sexual orientation, or who share
similar interests based on similar sets of experiences who come
together to create a positive, inclusive workplace for all
employees.We continuously strive for a diverse and inclusive
workplace where we respect and value our associates for their
unique perspectives and experiences. Certifications: Series 07 -
FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview Fidelity Investments is a privately held company
with a mission to strengthen the financial well-being of our
clients. We help people invest and plan for their future. We assist
companies and non-profit organizations in delivering benefits to
their employees. And we provide institutions and independent
advisors with investment and technology solutions to help invest
their own clients money.
Join Us At Fidelity, you ll find endless opportunities to build a
meaningful career that positively impacts peoples lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a Glassdoor Employees Choice Award ,
we have been recognized by our employees as a Best Place to Work in
2022. And you don t need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you ve always imagined.Many of our associates are
continuing to work remotely temporarily due to COVID-19. When
Fidelity employees eventually return to the office, our goal is for
most people to work flexibly in a way that balances both personal
and business needs with time onsite and offsite through what we re
calling " Dynamic Working ."We invite you to Find Your Fidelity at
.
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to , or by calling , prompt 2, option 3. We welcome those
with experience in jobs such as Franchise Executive, General Sales
Manager, and Area Sales Manager and others in the Sales to
apply.
Keywords: Fidelity Investments, Lexington , Financial Sales Representative, Sales , Lexington, Kentucky
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