Investment Solutions Representative - Jacksonville, FL Investment Solutions Representative -  …

Fidelity Investments
in Jacksonville, FL, United States
Permanent, Full time
Be the first to apply
Competitive
Fidelity Investments
in Jacksonville, FL, United States
Permanent, Full time
Be the first to apply
Competitive
Investment Solutions Representative - Jacksonville, FL
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 license preferred
  • 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
Relocation assistance may be available for those who meet eligibility requirements.

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


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