CovingtonRecruiter Since 2001
the smart solution for Covington jobs

Investment Solutions Representative - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: May 20, 2020

Job Description:

Job Description: This role requires the Series 7 License in order to be considered.-- If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services. We believe as an individual, your daring spirit keeps you razor sharp. As a team member, your reliability makes you impressive. The-- Expertise -- We------re 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. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales We welcome those with experience in jobs such as Business Development Representative, Sales Executive, and Franchise Executive and others in the Sales to apply.

Keywords: Fidelity Investments, Covington , Investment Solutions Representative - Covington, KY, Other , Covington, Kentucky

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


amazon picker/packer - part time
Description: Warehouse Team Members br br Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br Hebron, KY or Cincinnati, OH br Job opportunities vary by location. We update (more...)
Company: Amazon Workforce Staffing
Location: Covington
Posted on: 06/4/2020

CDL-A Regional LTL Truck Driver
Description: CDL-A Regional LTL Truck Driver Jobs at Ashley Distribution Services LTD Ambassadors Wanted: Get Home Weekly Ashley Distribution Services LTD, voted one of America's best companies to drive for, is
Company: Ashley Distribution Services
Location: Fairfield
Posted on: 06/4/2020

Dsp Pt Weekenders 12 An Hour - The MENTOR Network
Description: Dsp Pt Weekenders 12 An Hour - The MENTOR NetworkDescription DSP- PT Weekenders 12 an hourPrimary Location: United States-OH-OHFairfieldFunction:Direct Support Professional Caregivers The health and (more...)
Company: The MENTOR Network
Location: Fairfield
Posted on: 06/4/2020


CDL-A Owner Operator Truck Driver - Household Goods Mover
Description: CDL-A Household Goods Mover Owner Operator Truck Driver Jobs Drive How You Want. Drive Where You Want. Whether it's regional or OTR Owner Operator truck driver job opportunities that you're on the hunt (more...)
Company: United Van Lines
Location: Covington
Posted on: 06/4/2020

Investment Solutions Representative - Covington, KY
Description: Job Description: This role requires the Series 7 License in order to be considered.-- If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions (more...)
Company: Fidelity Investments
Location: Covington
Posted on: 06/4/2020

Client Engagement Representative
Description: Job Description: This role requires the Series 7 License in order to be considered.-- If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions (more...)
Company: Fidelity Investments
Location: Covington
Posted on: 06/4/2020

Regional CDL-A Truck Driver
Description: Regional CDL-A Truck Driver Jobs at Ashley Distribution Services LTD Ambassadors Wanted: Truck Driving Opportunities with Weekly Home Time Join one of America's best companies to drive for today
Company: Ashley Distribution Services
Location: Middletown
Posted on: 06/4/2020

Amazon Order Picker - Start Earning
Description: Warehouse Team Members br br Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br Hebron, KY or Cincinnati, OH br Job opportunities vary by location. We update (more...)
Company: Amazon Workforce Staffing
Location: Covington
Posted on: 06/4/2020

Amazon Order Picker - Start Earning
Description: Warehouse Team Members br br Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br Hebron, KY or Cincinnati, OH br Job opportunities vary by location. We update (more...)
Company: Amazon Workforce Staffing
Location: Fairfield
Posted on: 06/4/2020

Client Management Representative
Description: Job Description: This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions (more...)
Company: Fidelity Investments
Location: Covington
Posted on: 06/4/2020

Log In or Create An Account

Get the latest Kentucky jobs by following @recnetKY on Twitter!

Covington RSS job feeds