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OPPORTUNITY FOR ACHIEVEMENT .. At Bank of America we take great pride in creating career opportunities for our associates and we provide them with the training ...
Reference Code: 12015569 Location: Jacksonville, FL, USA Education Level: High School Diploma/GED Description Customer Contact Representatives are the key to ...
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Kemper Corporate Services Inc - Gainesville, FL US
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FCCI has been recognized as a topnotch employer by Business Insurance magazine, Florida Trend magazine and AARP. Ever wonder why we don t have more openings? ...
Title: Investment Solutions Representative - Jacksonville Location: FL-Jacksonville Do you have your Series 7 license? Are you interested in an inbound sales role without cold calling? Would you like to be with an organization that is focused on matching customer needs while delivering investment solutions? Do you flourish in a fast paced, team and goal oriented environment? If you answered yes to any of these questions, the Investments Solutions Representative (ISR) is the next step towards expanding your career!
As an ISR with an active Series 7 license, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. You will be responsible for efficiently and effectively driving sales and developing relationships with customers by understanding their goals and objectives, while acquiring, retaining, and developing assets and following up on sales and guidance opportunities. You will also serve as a liaison to other business partners, which includes developing high-quality leads while being effective at closing business and setting customers up with the tools and knowledge to enable them to be successful investors with Fidelity.
Primary Responsibilities : * Build and expand customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services * Provide investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services. * Partner with other functions and roles within the organization to drive additional business * Develop and position mutual funds, fixed income products, and discretionary money management services to existing customers or leads * Host conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of competitive products in the investment/consumer financial industry Education and Experience: * Associates and/or Bachelors Degree (or equivalent experience) * Series 7 required & Series 63 or 66 preferred * Previous experience in financial services sales environment preferred Skills and Knowledge: * Comprehensive understanding/interest in the financial services market, economy and industry trends * Proven experience consulting 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 Company Overview
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments,
