SaltLakeCityRecruiter
the smart solution for Salt Lake City jobs

Investment and Solutions Business Development Representative

Company: Fidelity Investments
Location: Salt Lake City
Posted on: April 18, 2019

Job Description:

We believe as an individual, your daring spirit keeps you razor sharp.
As a team member, your reliability makes you impressive. The Expertise We're Looking For

  • A college degree (preferred)
  • Sales acumen with validated 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. This is 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. All 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
    • Sales experience, financial sales experience preferred
    • Comprehensive understanding/interest in the financial services market, economy and industry trends
    • Confirmed experience working 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 Deliver
      • Building and having fast-growing 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 daring 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. Fidelity is 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 FidelityCareers.com Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Salt Lake City , Investment and Solutions Business Development Representative, Other , Salt Lake City, Utah

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Teleperformance Call Center Representative (Kaysville,UT)
Description: Position Description br DOING BUSINESS WITH PEOPLE, FOR PEOPLE. br Teleperformance is a global leader in providing exceptional omni-channel customer experiences since 1978. Our impacts are far-reaching, (more...)
Company: Teleperformance
Location: Kaysville
Posted on: 04/23/2019

[Remote] Part-time Online Tutor for Children
Description: Remote Part-time Online Tutor for Children VIPKid Online English Teacher Looking for a flexible online teaching opportunity We are seeking passionate educators to teach English online to over 500,000 (more...)
Company: VIPKid
Location: Orem
Posted on: 04/23/2019

Machine Operating Assistant
Description: Job DescriptionWe are currently hiring for a Machine Operator Assistant for a local printing and mailing company in Logan, UT. The Inserting Assistant's responsibilities include:-Sorting mail pieces at (more...)
Company: Kelly Services
Location: Logan
Posted on: 04/23/2019


Drafter/Designer Intern
Description: JOB DESCRIPTION br br Creates and modifies detailed drawings using CAD hardware and software from sketches, layouts or notes provided by engineering. Contributes design modifications to facilitate (more...)
Company: Varex lmaging
Location: Salt Lake City
Posted on: 04/23/2019

Lead Your Own Business - Lucrative Commission + Bonuses + Re
Description: Make a great living in a career with purpose and potential.Platinum
Company: Platinum Supplemental Insurance
Location: Pleasant Grove
Posted on: 04/23/2019

Senior Avionics System Engineer with Security Clearance
Description: Job Description Expertise and Functions Perform technical analyses for subsystem components and/or software, component validation/verification, risk analyses and assessments of component supportability (more...)
Company: KIHOMAC, Inc.
Location: Layton
Posted on: 04/22/2019

Lead Your Own Business - Lucrative Commission + Bonuses + Re
Description: Make a great living in a career with purpose and potential.Platinum
Company: Platinum Supplemental Insurance
Location: American Fork
Posted on: 04/23/2019

25U Signal Support Systems Specialist
Description: 25U Signal Support Systems Specialist br br Job ID: 1059246 br br Job Views: 14 br br Location: WEST JORDAN, Utah, United States br br ZIP Code: 84084 br br Job Category: Signal and (more...)
Company: Army National Guard
Location: West Jordan
Posted on: 04/23/2019

Naval Aviator
Description: Search for underwater threats. Deliver payloads of incredible firepower or necessary manpower. Execute strategic aerial maneuvers anywhere from the stratosphere, to mere feet above the sea. This is just (more...)
Company: US Navy
Location: Salt Lake City
Posted on: 04/23/2019

Current College Students - Stores Executive Intern: Louisiana
Description: DESCRIPTION: br br br One of the world's leading and most recognized brands comes to life in our stores, where guests are still captivated by everything that made them fall in love with Target. (more...)
Company: Target
Location: West Jordan
Posted on: 04/23/2019

Log In or Create An Account

Get the latest Utah jobs by following @recnetUT on Twitter!

Salt Lake City RSS job feeds