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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