Investment Sales Development Program Associate

4 weeks ago


Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time
Job Description:

Are you ready to launch your career in sales? Fidelity TalentSource LLC is seeking highly motivated and people-oriented individuals to join our Investment Sales Development Program (ISDP). As an ISDP Associate, you will work directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team. Your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients' financial goals.

The Qualities We're Looking For:
  • Bachelor's degree
  • Commitment to growing your technical knowledge of the financial industry
  • Passion for capital markets and investment products
  • Aptitude and dedication for continuous learning and self-improvement
  • Team player, confident, and self-motivated
  • Excellent communicator, excited to engage clients
  • Aptitude to work in a goal and results-oriented environment
The Purpose of Your Role:

As an ISDP Associate, your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients' financial goals. Throughout the program, you will continue to grow your foundational knowledge of the financial industry and build your consultative selling skills:

  • Capital Markets and Investment Product Knowledge
  • Sales Process and Territory Management
  • Consultative Presentation Capabilities
  • Financial Advisor and Intermediary Segment Landscape
The Investment Sales Development Program:

The ISDP is a multi-year career development program with three distinct phases to help you grow your foundational knowledge of the financial industry while developing critical sales skills. In each phase, you will be working with our intermediary clients (financial advisors) to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotions, based on how well you demonstrate core competencies.

The Three Phases of the ISDP:
  • Licensing & Training - Master the essentials and support financial advisor investment product inquiries.
  • Client Engagement - Initiate new client relationships and uncover sales opportunities.
  • Territory Ownership - Collaborate with an external sales partner to drive investment product sales.
The Skills You Bring:
  • Strong communication skills
  • Curiosity, a learner mindset, and the drive to develop an extensive skill set
  • Ability to develop technical depth in financial markets and investment products
  • Contributing member of a competitive, collaborative, and energized team
  • Organized, with ability to multitask, prioritize, and adjust to change
  • Proven capability to be proactive and demonstrate initiative
  • Receptive to feedback and coaching
  • Thrive in a team-based sales environment
  • Take initiative and strive to exceed expectations
The Value You Deliver:
  • You provide valuable market insights, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors helping their clients achieve financial independence
  • You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
  • Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, and support our culture of inclusivity


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