Financial Investment Sales Representative - WLK Job Listing at Fidelity Investments in Westlake, TX (Job ID 1210011)

Finance, Other

Description Last year alone, Fidelity Investments handled over 1 MILLION calls into our inbound sales team so there is never a shortage of warm leads for our Investment Sales Representatives. For the right individual, this translates into managing inbound calls, no more out of pocket marketing expenses and a base salary with robust benefits. We continue to grow and expand our sales team. If you stand out amongst your peers, enjoy matching customer needs to investment solutions, thrive in a fast paced, goal oriented environment then the Investments Solutions Representative role is the ideal position for taking your career to the next level. As an ISR with an active Series 7 license, you will be responsible for efficiently and effectively driving sales and developing relationships with customers by understanding their goals and objectives, while acquiring, retaining, and developing assets and following up on sales and guidance opportunities.You will also serve as a liaison to other business partners, which includes developing high-quality leads while being effective at closing business and educating customers with the tools and knowledge to enable them to be successful investors with Fidelity. Primary Responsibilities :

• Expand customer relationships through a needs based selling approach
• Offer customized investment solutions based on in-depth knowledge of products and services
• Leverage guidance tools to provide investment direction and match customers with suitable products, research, and/or services.
• Partner with other functions and roles within the organization to drive additional business
• Offer mutual funds, fixed income products, and discretionary money management services to existing customers and warm leads
• Educate clients about financial markets, trends, economic indicators, investment concepts and strategies, and the landscape of competitive products available to individual investors

Qualifications Education and Experience:

• Associates and/or Bachelors Degree (or equivalent experience)
• Series 7 required
• Series 63 or 66 preferred
• Previous experience in financial services sales environment preferred

Skills and Knowledge:

• Comprehensive understanding of the financial services market, economy and industry trends
• Robust consulting, influencing and client engagement skills
• Experience with end to end sales processes in the financial services industry from prospecting/warm leads to post sale follow up preferred
• Excellent interpersonal and communication skills

Company Overview Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com . Fidelity Investments is an equal opportunity employer .