Sales Training Facilitator
7 days ago
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of its clients. The company helps people invest and plan for their future, assists companies and non-profit organizations in delivering benefits to their employees, and provides institutions and independent advisors with investment and technology solutions.
About the Role
This role is essential in identifying and deploying learning solutions to help build a stronger sales team. As a Sales Training Facilitator - Knowledge Development Specialist, you will lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, product launches, and other initiatives. You will also be responsible for training our distribution organization to sell and market a full range of investment products and services to financial advisors in the advisor marketplace.
Your Skills and Qualifications
- You should have at least 3 years of experience in financial services and client-facing sales.
- A Bachelor's degree is required.
- FINRA Series 7 and 63 certifications are necessary or must be obtained within 90 days.
- You should have a working knowledge of B2B Wholesaling.
- You must be able to facilitate sales training, work autonomously, and lead projects.
- Strong communication skills, including written, verbal, and formal presentation skills, are required.
- You should have significant product, industry, and market knowledge.
- Comfortable with technology, including Salesforce, Morningstar, Allego, etc.
- The ability to coordinate multiple tasks with tight time constraints is essential.
- You should be willing to pitch in and help drive success across the organization.
- Ability to be innovative, highly organized, and prioritize tasks effectively.
Salary Information
The estimated salary for this role is around $80,000 per year, depending on location and experience. This amount includes base pay and does not include additional forms of compensation such as bonuses or stock options.
Benefits
Fidelity Investments offers a range of benefits to its employees, including flexible working arrangements, opportunities for professional development, and access to a comprehensive wellness program. The company also prioritizes diversity, equity, and inclusion, creating an environment where everyone feels valued and respected.
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