Investment Solutions Representative - Jacksonville, FL
Company: Fidelity Investments
Location: Jacksonville
Posted on: February 24, 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* FINRA Series 7
licensed* Series 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 - 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 or , prompt 2, option 2 if
you would like to request an accommodation.
Keywords: Fidelity Investments, Jacksonville , Investment Solutions Representative - Jacksonville, FL, Other , Jacksonville, Florida
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