Investment Solutions Representative- Greater San Antonio, TX Area Investment Solutions Representative- Greater San  …

Fidelity Investments
in Houston, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Fidelity Investments
in Houston, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Investment Solutions Representative- Greater San Antonio, TX Area
Job Description:

Investment Solutions Representative

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Metro San Antonio area! The position is remote and requires that you reside in the Greater San Antonio, TX area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

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
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