Investment Solutions Representative - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: January 12, 2021
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Job Description:
Job Description:Investment Solutions Representative"Fidelity
believes in, and is committed to, fair and consistent treatment for
every associate and customer, and to creating a safe and respectful
environment, in which everyone is treated with kindness, compassion
and respect." Abby Johnson - Chairman & CEO Fidelity InvestmentsIs
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* Series 7, 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 oneThe Purpose of Your RoleAs 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 skillsOur Investments in YouWe believe it is important
to approach life holistically. Fidelity's greatest advantage is our
people so our benefit programs are designed to help you and your
loved ones strike the right balance. Sound too good to be true? See
for yourself and learn more about our benefits offerings:* We offer
a competitive total rewards package, including a stable base
salary, to recognize associate achievements* Click to hear from a
few of our associates about the outstanding benefits Fidelity
offers: Benefits at Fidelity Investments* Click here for a story
about how we are helping our employee's payback their student loan
debtThe 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 industryHow Your Work
Impacts the OrganizationThe 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 offerings. We have a
steadfast commitment to our clients, and 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.We believe in being #DifferentTogether. Fidelity's
nine affinity groups are self-organized groups of employees with
common interests in areas such as race, ethnicity, gender or sexual
orientation, or who share similar interests based on similar sets
of experiences who come together to create a positive, inclusive
workplace for all employees.We continuously strive for a diverse
and inclusive workplace where we respect and value our associates
for their unique perspectives and experiences.Certifications:Series
07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 -
FINRACompany OverviewAt 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. We are proud of our diverse and
inclusive workplace where we respect and value our associates for
their unique perspectives and experiences. For information about
working at Fidelity, visit FidelityCareers.com.Fidelity Investments
is an equal opportunity employer.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
complete the application or interview process. Please email us at
accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you
would like to request an accommodation.
Keywords: Fidelity Investments, Covington , Investment Solutions Representative - Covington, KY, Other , Covington, Kentucky
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