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Fidelity Investments · 1 week ago

Regional Sales Consultant

Westlake, TX

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Fidelity Investments is seeking a Regional Sales Consultant to support and drive sales through Broker Dealer Intermediaries and Registered Investment Advisors. The role involves providing market insight, portfolio guidance, and investment solutions while working collaboratively with team members and requiring 25% travel.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

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, along with 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 makingInterpersonal 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