CovingtonRecruiter Since 2001
the smart solution for Covington jobs

Investment Sales and Solutions Representative - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: June 9, 2019

Job Description:

Investment Sales and Solutions Representative - Covington, KY 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 RoleAs 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 OrganizationThe 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 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. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.Associated topics: banking product, client, counselor, loan officer, mortgage loan officer, mortgage underwriter, officer, personal banker i, representative, sell

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

Click here to apply!

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

I'm looking for
in category
within


Other Sales Jobs


Inside Sales Account Executive
Description: We are now offering positions at the entry level for our account executive / sales and marketing role Our firm has a very high success rate of developing SPORTS-MINDED individuals into TOP PERFORMERS (more...)
Company: Kinetics Life
Location: Cincinnati
Posted on: 06/20/2019

Customer Service Representative / HME Support Rep.
Description: Mommy Jobs Online is seeking a HME Support Representative to answer incoming calls, voice mails and emails to the Support Desk regarding user questions. The Representative is responsible for identifying (more...)
Company: mommy jobs online
Location: Indianapolis
Posted on: 06/20/2019

Home Security Sales Representative - Uncapped Earnings
Description: Overview Join DEFENDERS, the only Authorized Premier Provider for ADT home security systems. Defenders has an immediate opening for a Sales Representative in your local area to help residential homeowners (more...)
Company: Home Defenders
Location: Lexington
Posted on: 06/20/2019


Remote Sales Representatives - Start Today!
Description: At CBD BioCare we believe that what we do is not a job, but an opportunity to help others. We are rapidly growing and looking for the right Sales Representatives to ensure this growth happens quickly (more...)
Company: CBD BioCare
Location: Louisville
Posted on: 06/20/2019

Sales
Description: Are you a talented and motivated person looking for a new interesting challenge or new opportunity We
Company: Worknine
Location: Indianapolis
Posted on: 06/20/2019

Home Security Sales Representative
Description: Overview -- About Us:DEFENDERS is the only ADT Authorized Premier Provider, the most trusted brand in home security, with 25 million customers worldwide and six monitoring centers in North America. DEFENDERS (more...)
Company: Home Defenders
Location: Cincinnati
Posted on: 06/20/2019

Home Security Sales Representative - Uncapped Earnings
Description: Overview Join DEFENDERS, the only Authorized Premier Provider for ADT home security systems. Defenders has an immediate opening for a Sales Representative in your local area to help residential homeowners (more...)
Company: Home Defenders
Location: Cincinnati
Posted on: 06/20/2019

Territory Sales Manager / Account Executive
Description: Job Description Trupanion is seeking experienced, pet passionate people to be Territory Partners throughout the United States A Trupanion Territory Partner serves as a consultant to Trupanion, and is (more...)
Company: Trupanion
Location: Louisville
Posted on: 06/20/2019

Remote Sales Representatives - Start Today!
Description: At CBD BioCare we believe that what we do is not a job, but an opportunity to help others. We are rapidly growing and looking for the right Sales Representatives to ensure this growth happens quickly (more...)
Company: CBD BioCare
Location: Indianapolis
Posted on: 06/20/2019

Home Security Sales Representative
Description: Overview Join DEFENDERS, the only Authorized Premier Provider for ADT home security systems. Defenders has an immediate opening for a Sales Representative in your local area to help residential homeowners (more...)
Company: Home Defenders
Location: Lexington
Posted on: 06/20/2019

Log In or Create An Account

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

Covington RSS job feeds