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Financial Services Sales Professional

2 months ago

Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly motivated and results-driven Investment Sales Associate to join our team at Fidelity TalentSource LLC. As an Investment Sales Associate, you will play a critical role in building and maintaining relationships with financial advisor clients, providing them with valuable market insights, investment product overviews, and portfolio construction ideas to help them achieve their clients' financial goals.

Key Responsibilities
  • Consult with financial advisor clients via phone and Zoom to provide market insights and investment product expertise
  • Develop and maintain relationships with financial advisor clients to drive sales growth and revenue
  • Stay up-to-date on market trends and investment products to provide expert advice to clients
  • Collaborate with internal teams to develop and implement sales strategies and tactics
  • Meet or exceed sales targets and revenue goals
Requirements
  • Bachelor's degree in a related field
  • Series 7 & Series 63 licenses required (may be attained in role)
  • Experience in financial services and sales is helpful, but not required
  • Commitment to growing technical knowledge of the financial industry
  • Passion for capital markets and investment products
  • Aptitude and dedication for constant learning and self-improvement
  • Team player, confident, and self-motivated
  • Excellent communicator, excited to engage clients
  • Appreciate the challenge of working in a goal and results-oriented environment
What We Offer
  • A comprehensive training program to develop your skills and knowledge in financial services and sales
  • A competitive salary and bonus structure
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off
  • Opportunities for career advancement and professional growth
  • A dynamic and supportive work environment
About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services and investment products. We are committed to helping our clients achieve their financial goals and providing them with the best possible service and support. We are proud to be an equal opportunity employer and welcome applications from diverse candidates.