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Inbound Planning Representative

Company: Fidelity Investments
Location: Westlake
Posted on: June 9, 2021

Job Description:

Investment Solutions RepresentativeFidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | Chairman & CEO Fidelity InvestmentsIs it time to explore new challenges in your career?Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Expertise Were Looking ForPrevious success in sales, preferably in financial servicesClient or customer consultation experienceExcellent phone and e-mail customer service skillsComprehensive understanding of financial services markets, the economy and of industry trendsFINRA Series 7 license preferredSeries 63 and 65 or 66 licensed OR ability to acquire upon hireDegree and/or other professional certifications are helpful; if you dont already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneRelocation assistance may be available for those who meet eligibility requirements.The Purpose of Your RoleAs 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 youll 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 BringComprehensive understanding/interest in the financial services market, economy, and industry trendsResults-oriented and comfortable working independently within the infrastructure of a large organizationStrong technology skills and comfort with learning how to use new toolsStrong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reportingExcellent interpersonal skillsRobust influencing and client engagement skillsOur Investments in YouWe believe it is important to approach life holistically. Fidelitys greatest advantage is our people so our benefit programs 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 achievementsClick to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity InvestmentsClick here for a story about how we are helping our employees payback their student loan debtThe Value You DeliverBuilding and having fast-growing customer relationships by identifying customers need and offering customized Fidelity investment solutions based on in-depth knowledge of products and servicesProviding 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 businessDeveloping and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leadsHosting 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 industryHow Your Work Impacts the OrganizationThe Investment Solutions Representative works with clients in Fidelitys 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 offerings. We have a steadfast commitment to our clients, and 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. Youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and thats why well surround you with amazing, supportive people and all the tools you need.We believe in being DifferentTogether. Fidelitys nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.COVID work policySafety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.Dynamic working post pandemicOur aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.Your success and growth is important to us, so youll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.Learn More: Dynamic WorkingCertifications:Series 07 - FINRACompany OverviewAt 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.

Keywords: Fidelity Investments, Lake Charles , Inbound Planning Representative, Other , Westlake, Louisiana

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