JacksonvilleFLRecruiter Since 2001
the smart solution for Jacksonville jobs

Investment Solutions Representative - Jacksonville, FL

Company: Fidelity Investments
Location: Jacksonville
Posted on: October 15, 2020

Job Description:

Job Description:

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 66 - FINRA

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. 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.

Keywords: Fidelity Investments, Jacksonville , Investment Solutions Representative - Jacksonville, FL, Other , Jacksonville, Florida

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Sales Executive 2- Client Management
Description: Position Type : Full time Type Of Hire : Experienced relevant combo of work and education Education Desired : Bachelor's Degree Travel Percentage : 25 Job Description Are you curious, (more...)
Company: FIS
Location: Jacksonville
Posted on: 10/24/2020

CDL A Owner Operators- Steady Dry Van
Description: CDL A Owner Operators- Augusta, GA- Consistent, Steady Dry Van Freight Primary delivery areas to the Midwest, East
Company: Circle Logistics, Inc.
Location: Jacksonville
Posted on: 10/24/2020

LPN (Licensed Practical Nurse) Jacksonville, FL
Description: Job Description Licensed Practical Nurse LPN in expanded scope clinics is an integral part of the clinic team inside of MinuteClinic. Under the supervision of a MinuteClinic Nurse Practitioner or Physician (more...)
Company: CVS Health
Location: Jacksonville
Posted on: 10/24/2020


CDL-A Experienced Flatbed Truck Driver
Description: FLATBED CDL-A TRUCK DRIVER JOBS Average .65 CPM With Boyd Bros. The best flatbed truck driver jobs are right here at Boyd. Bros- the
Company: Boyd Bros Transportation
Location: Jacksonville
Posted on: 10/24/2020

Relius Administration Support Representative
Description: Position Type : Full time Type Of Hire : Experienced relevant combo of work and education Education Desired : Bachelor of Commerce/Business Travel Percentage : 0 Job Description Are you (more...)
Company: FIS
Location: Jacksonville
Posted on: 10/24/2020

Make up to $19/hour - Deliver with DoorDash
Description: Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about connecting people with possibilities: bigger savings accounts, wider nets, (more...)
Company: Doordash
Location: Jacksonville
Posted on: 10/24/2020

Entry Level Software Engineer
Description: As a leader in recruiting emerging technology talent across the country, Revature is looking forward to hiring over 300 new Entry Level Software Engineers in the next 4 weeks. One day someone is going (more...)
Company: Revature
Location: Jacksonville
Posted on: 10/24/2020

Diesel Mechanic
Description: Rush Truck Centers opens the door to the world of opportunity. We are the largest network of commercial vehicle dealerships across the US representing truck and bus manufacturers. Our franchises include (more...)
Company: Rush Enterprises
Location: Jacksonville
Posted on: 10/24/2020

Massage Envy: Massage Therapist Careers - Jacksonville, Fl Area
Description: You put your heart and soul into your work. You deserve a career that cares for you. If you share our commitment to helping people feel their best through total body care, we'd like to get to know you (more...)
Company: Massage Envy
Location: Jacksonville
Posted on: 10/24/2020

Travel Registered Nurse
Description: Brief Description : HealthTrust Workforce Solutions is a wholly-owned subsidiary of HCA Healthcare. HealthTrust is a preferred
Company: HealthTrust Workforce Solution
Location: Jacksonville
Posted on: 10/24/2020

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Jacksonville RSS job feeds