Inbound Planning Representative

Fidelity Investments Port Richey , FL 34668

Posted 2 months ago

Job Description:

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Metro Miami area! The position is remote and requires that you reside in the Greater Miami, Florida area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.

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

The Value You Deliver

  • Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.

  • 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

The Expertise We're Looking For

  • Previous success in customer consultation or sales, preferably in financial services

  • Comprehensive understanding of financial services markets, the economy and of industry trends

  • FINRA Series 7 license required

  • Series 63 and 65 or 66 licensed OR ability to acquire upon hire

  • Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

  • Results-oriented and comfortable working independently

Our Investments in You

We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

  • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements

  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)

  • Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab)

Certifications:

Series 07 - FINRA, Series 66 - FINRA

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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

We welcome those with experience in jobs such as Medical Sales Rep, Territory Sales Manager, and Business Development Representative and others in the Sales to apply.

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Inbound Planning Representative

Fidelity Investments