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Developmental Representative, Intermediary Sales

2 months ago


Merrimack, New Hampshire, United States Fidelity TalentSource LLC Full time

Job Overview:

We are seeking a highly motivated and experienced Sales Developmental Representative to join our team at Fidelity TalentSource LLC. As a Sales Developmental Representative, you will play a critical role in driving sales growth and supporting the development of our sales team.

Key Responsibilities:

  • Develop and execute sales strategies to drive revenue growth and expand our customer base.
  • Build and maintain strong relationships with key stakeholders, including financial advisors and registered investment advisors.
  • Provide market insights, portfolio construction guidance, and investment product solutions to our customers.
  • Collaborate with internal partners and specialist teams to drive new business, retain assets, and grow market share.
  • Stay up-to-date on industry trends and developments to provide expert advice to our customers.

Requirements:

  • Bachelor's degree required.
  • Series 7 and 63 licenses required.
  • CIMA or CFA certification desired.
  • 2-3 years of field sales experience in the financial services industry highly preferred.

Skills and Qualifications:

  • Excellent communication, negotiation, and decision-making skills.
  • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities.
  • Ability to represent multiple product offerings, including mutual funds, model portfolios, ETFs, SMAs, index funds, alternative investments, and retirement solutions.
  • Excellent interpersonal skills that translate into a positive client experience.
  • Passion for sales and ability to uncover and qualify new opportunities.
  • Commitment to constant self-improvement and exhibit a competitive drive.
  • Ability to thrive in a fast-paced environment and enjoy being part of a strong team.
  • High aptitude to learn new things quickly and adapt to new situations.
  • Effective consultative sales and presentation skills.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • The chance to work with a leading financial services company.

Certifications:

  • Series 7 - FINRA.
  • Series 63 - FINRA.

About Fidelity TalentSource LLC:

Fidelity TalentSource LLC is a leading provider of financial services solutions. We are committed to helping our clients achieve their financial goals through our expertise and innovative products.