Regional Sales Consultant jobs in United States
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Fidelity Bank · 1 week ago

Regional Sales Consultant

positionWestlake, TX
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date2+ years exp

Fidelity Bank is seeking a Regional Sales Consultant to work with Broker Dealer Intermediaries and Registered Investment Advisors. The role focuses on driving sales, providing market insights, and supporting financial advisors with investment product solutions.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in your territory
Help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms
Responsible for phone and virtual-based sales interactions
Making in-person sales calls
Partnering with your specialist teams to drive new business
Retain assets and grow market share

Qualification

Series 7Series 63CIMACFASales experienceMulti-taskingConsultative salesCommunication skillsNegotiation skillsDecision makingOrganizational skillsInterpersonal skillsPresentation skills

Required

Bachelor's Degree required
Series 7 and 63 required
Minimum of 2+ years of sales experience working within the Financial Service Industry
Your outstanding communication, negotiation, decision making and multi-tasking abilities
Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
Your excellent interpersonal skills that translate into a positive client experience
Your passion for sales and the ability to uncover and qualify new opportunities
Your commitment to constant self-improvement and exhibit a competitive drive
Your ability to thrive in our fast-paced environment and enjoy being part of a strong team
Your high aptitude to learn new things quickly and adapt to new situations
Your effective consultative sales and presentation skills

Preferred

CIMA or CFA a plus
Passion for the financial or investment management industry

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase