Are you a passionate and self-motivated person who would thrive in a collaborative competitive environment? If so, come build your career with us!
The Fidelity Institutional Asset Management (FIAM) Sales Desk is a collaborative, competitive, fast paced and exciting environment. In this role you will get an extensive, paid training program that will expose you to the various facets of the financial services industry.
The Expertise We’re Looking For
Series 7 and 63 Required
Passion for the financial or investment management industry
A minimum of 2 years of financial sales experience
The Purpose of Your Role
As a Regional Investment Consultant your primary responsibility will be supporting and driving sales with financial advisors in your respective territory via the phone. You’ll work on a daily basis to provide valuable market insight, portfolio construction guidance, and investment product solutions to Financial Advisors by utilizing a consultative sales process.
The Skills You Bring
You have excellent sales skills: probing, probing, listening, closing and territory management
You have strong interpersonal skills, and multi – tasking abilities
You are committed to constant self-improvement and exhibit a competitive drive
You thrive in fast paced and team oriented environment
You are extremely resourceful, organized, and ability to prioritize multiple priorities
You have a high aptitude to learn new things quickly and adapt to new situations
Your effective listening, communication and presentation skills
You have a strong understanding of the current financial markets
The Value You Deliver
Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
Collaborating with internal partners on how to service these professionals and create more opportunities for us to partner with them going forward.
Utilize sales and business management skills to build, develop and manage a pipeline of business
Utilize communication and presentation skills to demonstrate and deliver Fidelity’s investment capabilities and solutions
If you love working with people and have a passion for financial services and markets, this is the job for you!
How Your Work Impacts the Organization
You have the opportunity to help FIAM’s goal of becoming the “first call” that select Financial Advisors and Institutions make when they encounter challenges in their practice. Additionally, as a sales person you influence and directly impact the revenue and profitability for the firm.
What will you receive from us?
Ongoing training and personal development time to prepare you for long-term career growth and success
Ongoing coaching and feedback from your direct manager, including career development guidance
Access to cutting edge tools and technology
Opportunity to work in a team environment, with a culture of collaboration, partnership and sharing of ideas
Access to a variety of employee resource groups and volunteer opportunities within the local community
Networking opportunities with Fidelity leaders and colleagues across the organization and region
Onsite fitness and wellness centers as well as company subsidized healthy meal options at our onsite cafeterias
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.