Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Regional Center - Regional Brokerage Consultant - Denver/Salt Lake City

Expired Job

Fidelity Greenwood Village , CO 80111

Posted 3 months ago

Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity's Brokerage offering

The Expertise We're Looking For

  • Extensive sales experience in the financial service industry

  • Extensive knowledge of fixed income, equity and option markets, including market mechanics

  • Experience in using technical analysis for trading strategy development and position management

  • Series 7 & 63

  • Experience in coaching and development of financial associates

The Purpose of Your Role

Regional Brokerage Consultant educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions, joint client appointments and webinars to equip associates to address Brokerage opportunities themselves and to generate opportunities for the Brokerage sales team. Partner with Regional Center functional leads to provide updates on the brokerage offering and distribution strategy. Provide expertise and direction to directly impact sales results in Regional Centers.

The Skills You Bring

  • Ability to coach and build relationships in order to drive results

  • Effectively plan and execute sales strategies and tactics specifically related to brokerage

  • Superior presentation skills with respect to team meetings as well as large educational workshops

  • Expert knowledge on equities, fixed income, ETF's, technical analysis, options and market mechanics

  • Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives

The Value You Deliver

  • Acquisition of external accounts from competitors

  • Providing timely subject matter expertise on market updates and promotions, enhancements and changes within the brokerage and fixed income product offerings

  • Create and communicate Brokerage distribution plan with Regional Center leadership and management team

  • Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives

  • Position deeper development of clients for sales associates

  • Ensuring sales associates understand and utilize all brokerage service models

  • Serving as liaison to various internal business partners providing expertise on the capital markets, high net worth service models, lead generation and partnership practices

  • Growing awareness of Fidelity's Brokerage offerings by presenting at national seminars, tradeshows, summits and expos

  • Assisting Brokerage Product teams with platform development, online tools, research and competitive insight

How Your Work Impacts the Organization

The Regional Brokerage Consultant provides (and coaches sales associates toward) educated Brokerage discussions with their customers, creating opportunities to grow relationships with current clients and develop new business.

The Regional Brokerage Consultant role can be located in Denver, CO or Salt Lake City, UT.

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.


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Regional Director Of Marketing And Sales

Christian Living Communities

Posted 2 days ago

VIEW JOBS 11/16/2018 12:00:00 AM 2019-02-14T00:00 A full compliment of Sales and Marketing skills is essential for this dynamic position. The scope of this position includes guiding start ups to meet their fill up goals along with providing sales and marketing training to fully operational communities. Creative problem solving and out of the box thinking is a must! Position Summary The Regional Director of Marketing and Sales is the spark that fires community-based sales and marketing teams to achieve fill-up and occupancy goals and execute effective marketing plans. The regional assists in design/development work-plan and unit review to ensure salability of new community, competitive shops, participates in monthly fee pricing and overall program to create a competitive advantage. Hires, drives and holds accountable marketing agency support. Hires, directs and hold accountable community sales teams in reaching sales and occupancy goals. Train, consult and advise sales directors in the creation and execution of marketing plans. Success in this position requires excellent organizational skills, creativity, problem-solving and out-of-the box thinking. A high comfort level and utilization of technology and strong inter-personal communication skills to inspire teams and hold them accountable is also a must. Essential Duties * Develops sales and marketing plan and timeline for new communities under development. * Monitors regional and national trends and pricing strategies. * Hires ad agencies to execute on behalf of client through RFP process or use of vetted vendors. Drives agency activity until staff is onboard and then continues to guide and collaborate with agency and community-based teams. * Begins execution of plan until community staff is on board and then continues oversight and drives successful execution of marketing and sales plan. * Trains sales and marketing staff on sales systems, CRM, and establishes goals and accountability. * Drives team toward success in obtaining goals (deposits during presales and achieving census benchmarks through fill-up and stabilization.) * Participates, along with owner in the successful recruitment and hiring of sales team members. * Provides reporting as needed to owners on all sales and marketing related activity. * Works with consulting clients on environmental scans to access their operation and provide feedback on ways to improve census by evaluating systems, marketing strategies, training opportunities, etc. * Access and facilitates parent organization resources for support and training, such as hospitality, selling techniques and successful aging training. * Directs and holds accountable operational sales teams to meet performance metric for sales benchmarks and occupancy goals. * In collaboration with organizational team, continually updates and vets strategic partnerships for clients and the organization. * Contributes and collaborative leads organizational sales and marketing training efforts. * Contribute and assist in marketing strategies for corporate entities, to include branding, collateral, website and social media, etc. working with ad/marketing agencies and others * At least 50% travel. * Other duties as assigned. Basic Qualifications and Experience * Bachelor's degree in related field * At least 10 years work experience in a sales and marketing capacity, preferably in the health care industry, with a focus on senior living * Proven track record of meeting and/or exceeding sales goals * Demonstrated ability to lead and manage teams and consult with leadership * Must be able to help build a team environment while also working autonomously * Ability to interact with the highest levels of client senior management and corporate senior management team * Must be able to read, write and speak the English language * Must possess excellent customer service skills * Must demonstrate proven abilities in utilizing technology, reporting and tracking systems such as a CRM and office programs such as Excel, Word, etc. * Qualifications & Experience Working Conditions / Physical Requirements * Position requires light physical work. Lifting, pushing or pulling objects up to 20 pounds occasionally and/or up to 10 pounds frequently * Sits, stands, bends and moves intermittently during working hours * Interacts with residents, family members and visitors frequently Christian Living Communities Greenwood Village CO

Regional Center - Regional Brokerage Consultant - Denver/Salt Lake City

Expired Job

Fidelity