Job details
Job type full-time
Full job description
Job description:
Investment solutions representative
We have a new and exciting opportunity for a remote licensed investment solutions representative in the greater metro san francisco area! the position is remote and requires that you reside in the greater san francisco, ca areaWe offer virtual interviewing and onboarding, as well as access to our virtual training and supportFull access to work from home capabilities to support our clients remotely.
“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 investments
Is 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 platformWe 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 one
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 callsThis is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alikeYou will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutionsAll 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 skills
Our investments in you
We believe it is important to approach life holisticallyFidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balanceSound 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(opens in a new tab)
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
Certifications:
Series 07 - finra, series 66 - finra
Company overview
At fidelity investments, our customers are at the heart of everything we doAs a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clientsWe help people invest and plan for their futureWe assist companies and non-profit organizations in delivering benefits to their employeesAnd we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join us
At fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yoursYou can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at homeAnd you don’t need a finance background to succeed at fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imaginedWe welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to find your fidelity at fidelitycareers.com.
Fidelity investments is an equal opportunity employerWe believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview processTo initiate a request for an accommodation, contact the hr leave of absence/accommodation team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
