CovingtonRecruiter
the smart solution for Covington jobs

Investment and Solutions Business Development Representative

Company: Fidelity Investments
Location: Covington
Posted on: April 11, 2019

Job Description:

As an individual, your competitive spirit keeps you razor sharp. As a team member, your reliability makes you rock solid. The Expertise We're Looking For A college degree (preferred) Sales acumen with proven 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. You'll be working in 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. The Skills You BringSales experience, financial sales experience preferred Comprehensive understanding/interest in the financial services market, economy and industry trends Proven experience consulting 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 DeliverBuilding and expanding 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 competitive 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. We are 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.

Keywords: Fidelity Investments, Covington , Investment and Solutions Business Development Representative, 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


Real Estate - Licensed Associate Needed
Description: Are you tired of your dead end job and ready to build a career in real estate If so, you have to join Keller Williams Realty. KW is growing faster than any other real estate brokerage in the industry (more...)
Company: Keller Williams Realty
Location: Indianapolis
Posted on: 04/20/2019

Work From Home Positions Available PT/FT-Now Interviewing
Description: Scheduling Interviews Now seeking upbeat and motivated individuals to join our award winning
Company: TQS
Location: Indianapolis
Posted on: 04/20/2019

Law Enforcement Transcriber - Crimes Against Youth
Description: This position is with Mommy Jobs Online, so please visit mommyjobsonline.com to apply and get registered on our site directly Mommy Jobs Online is recruiting individuals who can transcribe audio content (more...)
Company: Mommy Jobs Online
Location: Louisville
Posted on: 04/20/2019


Contact Representative **Seasonal, 12 Month Roster**
Description: Duties Help Duties Summary WHAT DOES A CONTACT REPRESENTATIVE DO A Contact Representative, commonly referred to as a Customer Service Representative, carries out a full range of responsibilities in (more...)
Company: Department Of The Treasury
Location: Indianapolis
Posted on: 04/20/2019

Manufacturing Associate Coordinator
Description: Manufacturing Associate Coordinator needs 2 years experience in Production Coordinator Manufacturing Associate Coordinator requires: High School Diploma required Excel, Microsoft Word, PowerPoint,
Company: Global Channel Management, Inc.
Location: Indianapolis
Posted on: 04/20/2019

Commercial Loan Processor
Description: POSITION PURPOSE AND OBJECTIVES: The Commercial Loan Processor primary responsibilities of this position is to process properly approved loans and produce a complete and correct file to the document preparation (more...)
Company: Republic Bank
Location: Louisville
Posted on: 04/20/2019

Research Chemist - Environmental Fate - May/June grads welcome to apply!
Description: Kelly Scientific Resources is seeking Research Chemist for our client in Indianapolis Indiana. br br This position is a 6 month contract position and can be extended based on business needs. Pay (more...)
Company: Kelly Services
Location: Indianapolis
Posted on: 04/20/2019

BBB Recommended work at home - Two positions available
Description: We are currently interviewing people TODAY to fill at home positions. Our Health Benefits company is recommended by and has an A rating with the Better Business Bureau. To request an interview today, (more...)
Company: Ameriplan
Location: Louisville
Posted on: 04/20/2019

91D Power-Generation Equipment Repairer
Description: Since the Army National Guard uses a plethora of electronic systems, power is essential to success. As the Power-Generation Equipment Repairer, you'll supply the power to run virtually every aspect of (more...)
Company: Army National Guard
Location: Indianapolis
Posted on: 04/20/2019

[Remote] Part-time Online Tutor for Children
Description: VIPKid Online English Teacher Looking for a flexible online teaching opportunity We are seeking passionate educators to teach English online to over 500,000 students in China - with the flexibility to (more...)
Company: VIPKID
Location: Indianapolis
Posted on: 04/20/2019

Log In or Create An Account

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

Covington RSS job feeds