Fidelity Bank · 22 hours ago
Vice President, Regional Planning Consultant - Houston, TX
Houston, TX
Full-time
Hybrid
Senior LevelFidelity Bank is a financial services organization seeking a Regional Planning Consultant to develop and mentor sales associates. This role focuses on enhancing the skills of associates to provide premier client experiences and grow their business through effective coaching and consultative selling practices.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices
Leading by example and demonstrating organized preparation and effective follow up skills
Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions
Qualification
Required
sales experience in the financial service industry
Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire
Preferred
CFP certification
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase