Executive / Officer - Industrial Engineering (Word Study)
Jafferjee Brothers Exports (Pvt) Ltd
Job type full-time
Full job description
We have a new and exciting opportunity for a remote licensed investment solutions representative in the greater la area! the position is fully remote and requires you reside in the greater los angeles, california areaWe offer virtual interviewing and on boarding, as well as access to our virtual training and supportFull access to work from home capabilities to support our clients remotely.
Investment solutions representative
“fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” abby johnson | chairman & ceo fidelity investments
Is it time to explore new challenges in your career?
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platformWe empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The expertise we’re looking for
Previous success in sales, preferably in financial services
Client or customer consultation experience
Excellent phone and e-mail customer service skills
Comprehensive understanding of financial services markets, the economy and of industry trends
Finra series 7 licensed
Series 63 and 65 or 66 licensed or ability to acquire upon hire
Degree and/or other professional certifications are helpful; if you don’t already have a cfp or degree, our tuition reimbursement program can help you obtain one
The purpose of your role
As an investment solutions representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales callsThis is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alikeYou will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutionsAll the while, fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development.
The skills you bring
Comprehensive understanding/interest in the financial services market, economy, and industry trends
Results-oriented and comfortable working independently within the infrastructure of a large organization
Strong technology skills and comfort with learning how to use new tools
Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting
Excellent interpersonal skills
Robust influencing and client engagement skills
Our investments in you
We believe it is important to approach life holisticallyFidelity’s greatest advantage is our people so our benefit programs are designed to help you and your loved ones strike the right balanceSound too good to be true? see for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits fidelity offers: benefits at fidelity investments
Click here for a story about how we are helping our employee’s payback their student loan debt
The value you deliver
Building and having fast-growing customer relationships by identifying customer’s need and offering customized fidelity investment solutions based on in-depth knowledge of products and services
Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.
Partnering with other functions and roles within the organization to drive additional business
Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads
Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry
How your work impacts the organization
The investment solutions representative works with clients in fidelity’s personal investing business unitFidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offeringsWe have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assetsAfter all, our clients will place their investments, their savings, and their futures in your handsYou’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything elseThis is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.
We believe in being #differenttogetherFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Series 07 - finra, series 63 - finra, series 65 - finra
At fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they wantWe are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associatesWe are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiencesFind your fidelity at fidelitycareers.com.
Fidelity investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview processTo initiate a request for an accommodation, contact the hr leave of absence/accommodation team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.