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Regional Sales Consultant

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Fidelity Investments

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Location:
United States , Westlake

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We have an exciting sales opportunity working with Broker Dealer Intermediaries and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.

Job Responsibility:

  • Supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in your territory
  • Provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms
  • Phone and virtual-based sales interactions
  • Making in-person sales calls
  • Partnering with your specialist teams to drive new business, retain assets and grow market share

Requirements:

  • Bachelor’s Degree required
  • Series 7 and 63 required
  • Minimum of 2+ years of sales experience working within the Financial Service Industry
  • Passion for the financial or investment management industry
  • Outstanding communication, negotiation, decision making and multi-tasking abilities
  • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
  • Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
  • Excellent interpersonal skills that translate into a positive client experience
  • Passion for sales and the ability to uncover and qualify new opportunities
  • Commitment to constant self-improvement and exhibit a competitive drive
  • Ability to thrive in our fast-paced environment and enjoy being part of a strong team
  • High aptitude to learn new things quickly and adapt to new situations
  • Effective consultative sales and presentation skills

Nice to have:

CIMA or CFA a plus

Additional Information:

Job Posted:
April 22, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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