MuncieRecruiter Since 2001
the smart solution for Muncie jobs

Investment Solutions Consultant

Company: Fidelity Investments
Location: Covington
Posted on: September 19, 2019

Job Description:

As an individual, your competitive spirit keeps you razor sharp. As a team member, your reliability makes you rock solid. The Expertise We re Looking For A college degree (preferred) Sales acumen with proven 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. You ll be working in 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. Ask us about our flexible work environment! The Skills You BringSales experience, financial sales experience preferred Comprehensive understanding/interest in the financial services market, economy and industry trends Proven experience consulting 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 DeliverBuilding and expanding 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 competitive 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. We are 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. 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. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer. Associated topics: business analytic, business intelligence, financial reporting analyst, forecasting, government, guidance, law, market, refinement, strategy

Keywords: Fidelity Investments, Muncie , Investment Solutions Consultant, Other , Covington, Indiana

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Flexible Gig - Drive with Uber
Description: Drive with Uber and earn money anytime it works for you. Driving is an easy way to earn extra, and it s totally flexible around your schedule. You decide when and how much you drive.What you need to know: (more...)
Company: Uber Driver Partners
Location: Fairfield
Posted on: 10/19/2019

Now Hiring Hourly Team Members Northwest & 86th Street GetGo Ricker's
Description: Job Responsibilities : br ul li Ring up customer's orders by scanning product or punching price into register according to established Company policies and procedures. li Finalize sales and collect (more...)
Company: Giant Eagle
Location: Noblesville
Posted on: 10/19/2019

Now Hiring CDL B Diesel Mechanics!!
Description: SOFREL TRUCK LINES, INC. KENTUCKIANA MOTOR STABLES KMS - Diesel Mechanic Position Based Out Of - Indianapolis, IN St. Louis, MO Cincinnati, OH We are currently looking for a Class B Diesel (more...)
Company: Sodrel Truck Lines Inc
Location: Covington
Posted on: 10/19/2019


Part Time Event Specialist
Description: Part Time Event Specialist Are you outgoing and enjoy interacting with people If promoting brand awareness through product demonstration sounds appealing, then our Part Time Job is the right fit for (more...)
Company: Advantage Solutions
Location: Noblesville
Posted on: 10/19/2019

Hourly Team Member (Part Time) Wheeler Road GetGo
Description: Job Responsibilities : br ul li Ring up customer's orders by scanning product or punching price into register according to established Company policies and procedures. li Finalize sales and collect (more...)
Company: Giant Eagle
Location: Noblesville
Posted on: 10/19/2019

Part Time Product Demonstrator
Description: Part Time Product Demonstrator Are you outgoing and enjoy interacting with people If promoting brands through product demonstration sounds appealing, then our Part Time job could be the right fit for (more...)
Company: Advantage Solutions
Location: Noblesville
Posted on: 10/19/2019

CDL-A Flatbed Truck Driver
Description: Live The Maverick Life br br Maverick Transportation-- is now offering 1,000 GUARANTEE WEEKLY PAY br br Maverick Transportation-- offers more than just flatbed truck driving jobs, we offer experienced (more...)
Company: Maverick USA
Location: Noblesville
Posted on: 10/19/2019

Class A CDL OTR Driver
Description: CLASS A CDL OTR DRIVER - Up to .60/mi depending on experience br br With additional benefits and bonuses br br Magnum LTD pays up to .60/mi depending on experience with additional benefits and (more...)
Company: Magnum
Location: Middletown
Posted on: 10/19/2019

Automotive Field Rep - Middletown, OH
Description: AutoVINs Compensation Structure is Hourly Production Incentives Potential Yearly Earnings 40,000 - 50,000 Do you know your cars Have a keen eye for attention to detail AutoVIN, The Automated Vehicle (more...)
Company: Insurance Auto Auctions
Location: Middletown
Posted on: 10/19/2019

CDL-A TRUCK DRIVERS - GREAT PAY AND HOMETIME!
Description: CDL-A Van and Flatbed Company Driver Jobs Pay and Home Time you can count on --If you are looking to drive for a company where you receive excellent
Company: LST Services
Location: Middletown
Posted on: 10/19/2019

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

Muncie RSS job feeds