Investment Sales and Solutions Representative - Jacksonville, FL

Fidelity Investments
Jacksonville, FL Full Time
POSTED ON 2/4/2020 CLOSED ON 4/1/2020

What are the responsibilities and job description for the Investment Sales and Solutions Representative - Jacksonville, FL position at Fidelity Investments?

Job Description:

We believe as an individual, your daring spirit keeps you razor sharp.

As a team member, your reliability makes you impressive.

The Expertise We Are Looking For

  • A college degree (preferred)
  • Sales acumen with validated experience consulting with customers or clients
  • Effective phone and e-mail communication skills
  • Comprehensive understanding of the financial services market, economy and industry trends
  • FINRA Series 7 essential. 63 or 66 preferred

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

  • Sales experience, financial sales experience preferred
  • Comprehensive understanding/interest in the financial services market, economy and industry trends
  • Confirmed experience working with clients
  • Strong time management to balance all components of the sales process from prospecting/warm leads to post sale follow up and reporting
  • Excellent interpersonal skills and communication skills
  • Robust influencing and client engagement skills

The Value You Deliver

  • Building and having fast-growing customer relationships by identifying customer’s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services
  • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.
  • Partnering with other functions and roles within the organization to drive additional business
  • Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads
  • Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry

How Your Work Impacts the Organization

The Investment Solutions Representative works with clients in Fidelity’s Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Company Overview

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. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales
Outside Sales Representative
Express Employment Professionals - Jacksonville, FL (NE) -
Jacksonville, FL
Specialty Sales Representative (Jacksonville, FL)
Paratek Pharmaceuticals -
Jacksonville, FL
Sales Development Representative - Jacksonville, FL
Kraken Kratom -
Fernandina Beach, FL

For Employer
Looking for Real-time Job Posting Salary Data?
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

Sign up to receive alerts about other jobs with skills like those required for the Investment Sales and Solutions Representative - Jacksonville, FL.

Click the checkbox next to the jobs that you are interested in.

  • Customer Acquisition Skill

    • Income Estimation: $68,041 - $133,387
    • Income Estimation: $84,995 - $177,164
  • Prospecting Skill

    • Income Estimation: $86,938 - $130,822
    • Income Estimation: $93,837 - $138,428
This job has expired.
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Fidelity Investments

Fidelity Investments
Hired Organization Address Smithfield, RI Full Time
2102701-5 Job Description Senior Manager, Tax Compliance The Senior Manager, Tax Compliance supports a dynamic environme...
Fidelity Investments
Hired Organization Address Merrimack, NH Full Time
Job Description: Role As a Fixed Income Product Owner, you blend investment management, relevant industry knowledge and ...
Fidelity Investments
Hired Organization Address Jersey, NJ Full Time
Job Details Job Description: The Role As a member of the TechOps SRE team, you'll work closely with our engineering part...
Fidelity Investments
Hired Organization Address Jersey, NJ Full Time
Job Details Job Description: We are currently sourcing for a Director, Trading Engineering for Crypto Trading to work in...

Not the job you're looking for? Here are some other Investment Sales and Solutions Representative - Jacksonville, FL jobs in the Jacksonville, FL area that may be a better fit.

PEST CONTROL SALES REPRESENTATIVE - JACKSONVILLE, FL

KNOX PEST CONTROL AND LAWN SOLUTIONS, Jacksonville, FL

Sales Representative-Jacksonville, FL

Legacy Restoration, Jacksonville, FL