CovingtonRecruiter
the smart solution for Covington jobs

Investment Solutions Consultant

Company: Fidelity Investments
Location: Covington
Posted on: April 15, 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 Bring
    • Sales 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 Deliver
      • Building 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 Solutions Consultant, Professions , Covington, Kentucky

Click here to apply!

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

I'm looking for
in category
within


Other Professions Jobs


CDL A Truck Drivers - 12 Months Experience OK - $3K Sign on Bonus!
Description: Join Koch's Elite Fleet: No Flatbed or Specialized Experience Required, We'll Train You No flatbed or specialized experience required, but you must have at least 12 months of driving experience to qualify. (more...)
Company: Koch Trucking Inc Marine
Location: Middletown
Posted on: 04/25/2019

CDL-A Company Auto Hauler Truck Driver
Description: Earning Potential 2000 /Week as a CDL-A Company Auto Hauler Truck Driver br br We are proud to attract the industry's top driving professionals with frequent weekly home time, regular routes, and (more...)
Company: Hansen & Adkins Auto Transport
Location: Fairfield
Posted on: 04/25/2019

Benefits Consultant
Description: Job description Have you thought about owning a business that is similar to a franchise but without the franchise fees AmeriPlan is looking for Independent Business owners who desire to own and operate (more...)
Company: AmeriPlan
Location: Middletown
Posted on: 04/25/2019


Truck Driver- OTR Company Driver (CDLA) (Middletown)
Description: WE RUN A LOT OF TEXAS TEXAS TEXAS WE'VE GOT THE FREIGHT....YOU GET THE MILES DO YOU LIKE TO RUN TEXAS WE'VE GOT TRAILER LOADS FULL OF FREIGHT JUST WAITING FOR YOU TO TAKE THEM TO TEXAS STARTING (more...)
Company: Dick Lavy Trucking
Location: Middletown
Posted on: 04/25/2019

CDL Class A Regional Truck Driver
Description: Employer is currently hiring for Class A CDL Regional Truck Drivers. DRIVER FRIENDLY YOU COULD MAKE OVER 75,000 with our new pay plan We will assign you a newer truck, get you home often, and give (more...)
Company: McFarland Truck Lines, Inc.
Location: Middletown
Posted on: 04/25/2019

Owner Operator - Dry Van (Middletown)
Description: We're looking for OTR owner operators to run dry van freight out of our terminal in Oklahoma City to our customers throughout the upper Midwest Michigan, Ohio, Indiana, Illinois as well as through the (more...)
Company: stevens trucking
Location: Middletown
Posted on: 04/25/2019

Class A CDL OTR Company Truck Driver
Description: Average Up To 65K Annually br When you go the extra mile, you should be rewarded. That s why Hill Bros. offers OTR CDL-A truck driver opportunities with excellent starting pay rates, fantastic home (more...)
Company: Hill Brothers Transportation
Location: Middletown
Posted on: 04/25/2019

Warehouse Worker
Description: Job DescriptionPosition Purpose:Warehouse associates are an essential part of The
Company: Home Depot
Location: Middletown
Posted on: 04/25/2019

Class-A CDL Driver
Description: 1,500 Sign-On Bonus for Experienced Drivers with 6 Months of Exp or More 1,200 Weekly Safety Net Pay Home
Company: D.M. Bowman, Inc.
Location: Middletown
Posted on: 04/25/2019

CDL A Company Driver, Flatbed Stepdeck (Middletown)
Description: Now Hiring Company Regional Flat and Step Drivers Apply Now: 866- - M-F 8am 5pm ESTBenefits ul li Competitive Pay / Weekly Direct Deposit li 800 per week
Company: Buchanan Hauling & Rigging
Location: Middletown
Posted on: 04/25/2019

Log In or Create An Account

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

Covington RSS job feeds