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Job Description:

The Team

As a Field Wholesaler/Regional Director your primary responsibility will be supporting and driving sales through financial advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to Financial Advisors and their clients in the broker dealer and RIA communities.

In your role you will be an important part of the FI distribution team and will be responsible for making in-person and Zoom sales calls, partnering with your Internal and Specialist teams to drive new business, retain assets and grow market share via the distribution and retention of our Mutual Fund, ETF, SMA, Alt and Model Portfolio product lines.

The Expertise We’re Looking For

  • Bachelor’s Degree
  • Series 7 and 63
  • CIMA/CFA desired
  • Passion for the financial or investment management industry
  • A minimum of 5 years of field sales experience working with advisors in the Western Chicago Suburbs and Central Illinois Regions.

The Skills You Bring

  • Your outstanding interpersonal, negotiation, decision making and multi-tasking abilities
  • You have advanced relationship development and networking skills
  • Your ability to represent multiple product offerings including: retirement products, and Fidelity Mutual Fund, SMA, Alt, Models and ETF solutions
  • You have excellent interpersonal and skills that translate into a positive client experiences
  • You have a passion for sales and the ability to uncover and qualify new opportunities
  • You are committed to constant self-improvement and exhibit a competitive drive
  • You thrive in fast paced and team environment
  • You are very resourceful, organized, and ability to prioritize multiple priorities
  • You have a high aptitude to learn new things quickly and adapt to new situations
  • Your effective listening, communication and presentation skills

The Value You Deliver

  • Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
  • Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.

Certifications:

Series 07 - FINRA

Category:

Sales

Read Full Description
Confirmed 19 hours ago. Posted 27 days ago.

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