Regional Coaching Consultant

3 weeks ago

Merrimack, United States Fidelity Investments Full time

**Our Regional Coaching Consultants work to foster a culture of associate development by creating training programs that representatives look forward to experiencing, to grow an enhance their sales skills.

The **Expertise** We’re Looking For
- Ten years of sales experience in the financial service industry
- Experience with advanced planning and book of business practice management
- Series 7, 63, 66 required
- Insurance licenses required within 6 months of hire
- CFP certification preferred

The **Purpose** of Your Role

The Regional Coaching Consultant works strategically with key business partners across Personal and Workplace Investments to create and deliver sales training and development support for our Branch and Phone sales roles.

The goal of the RCC team is to best prepare our associates to tailor Fidelity's solutions to meet their customers' unique needs today, anticipate and plan for their future needs, and remain knowledgeable and relevant in serving them over a lifetime. The Phones Regional Coaching Consultants will report directly the VP of Sales Training and the Branch Regional Coaching Consultants will report to the Regional Sales Managers with a dotted line to the VP of Sales Training.

The **Skills** You Bring
- Advanced financial planning expertise and experience
- Your innate ability to identify developmental training opportunities and collaborate with product groups and corporate training on program design
- Superior presentation skills with respect to small team meetings and/or large scale seminars & workshops
- Relevant knowledge of Fidelity culture and customer base, our products, tools, services and distribution model
- Ability to drive national initiatives and coordinate effectively with peers in phone sites and branch regions
- You are capable of influencing and motivating others while providing leadership and direction

The **Value** You Deliver
- Facilitating high quality sales training for branch and phone sales associates, utilizing all mediums: classroom, small group training, virtual and workshop
- Sharing financial planning expertise to appropriately position Fidelity's retail guidance tools, products, and planning strategies
- Training branch associates to become highly proficient and effective sales consultants by embracing consultative selling practices
- Supporting the branch culture of growing the business

How Your Work **Impacts** the Organization

From content creation to classroom delivery, the Regional Coaching Consultant is accountable for improved learning curriculum and the ongoing proficiency of our sales representatives. This team ensures training is impactful, useful, and engaging while modeling and exercising the core Fidelity values and beliefs in serving our customer’s needs.

**Certifications**: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

**Company Overview**

Fidelity Investments is a privately held company with a mission _to strengthen the financial well-being of our clients._ We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

**Join Us**

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.

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