Regional Director

1 week ago


Lafayette, Louisiana, United States Fidelity Investments Full time
Job Description:

The Role

  • Key Responsibilities:

We are seeking a highly motivated and experienced sales professional to join our team as a Regional Director - Sales Leader. In this role, you will be responsible for driving sales growth and revenue expansion in our Mid-South Territory, covering New Orleans and Baton Rouge.

  • Key Responsibilities:
    • Consulting with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources.
    • Collaborating with internal partners and specialists to service these professionals and create new opportunities for partnership.

The Expertise and Skills You Bring

  • Requirements:
    • Bachelor's Degree required
    • Series 7 and 63 required
    • CIMA or CFA desired

We are looking for a sales leader who is passionate about the financial industry, has a strong background in sales, and excellent communication and negotiation skills. If you have a proven track record of driving sales growth and revenue expansion, we encourage you to apply.

The Team

Fidelity Investments is a leading financial services company that provides a range of products and services to individuals, businesses, and institutions. Our team is dedicated to helping our clients achieve their financial goals and we are committed to providing exceptional service and support.

Certifications:

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.


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