DecaturRecruiter Since 2001
the smart solution for Decatur jobs

Investment Solutions Representative - Greater Chicago Area

Company: Fidelity Investments
Location: Hammond
Posted on: April 10, 2021

Job Description:

Job Description:Investment Solutions Representative Fidelity Investments' Racial Equity & Diversity Pledge-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 InvestmentsIs it time to explore new challenges in your career?We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.We have a new and exciting opportunity for a Remote Licensed Client Management Representative in the Greater Chicago area! The position is fully remote and requires you reside in the Greater Chicagoa area. We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.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 platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.The-Expertise-We're Looking For

  • A college degree (preferred)
  • Sales acumen with validated experience consulting with customers or clients
  • Effective phone and e-mail communication skills
  • Comprehensive understanding of the financial services market, economy and industry trends
  • FINRA Series 7 essential. 63 or 66 preferredThe-Purpose-of Your RoleAs an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson - you'll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All 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
    • Sales experience, financial sales experience preferred
    • Comprehensive understanding/interest in the financial services market, economy and industry trends
    • Confirmed experience working with clients
    • Strong time management to balance all components of the sales process from prospecting/warm leads to post sale follow up and reporting
    • Excellent interpersonal skills and communication skills
    • Robust influencing and client engagement skillsThe-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 industryHow Your Work-Impacts-the OrganizationThe Investment Solutions Representative works with clients in Fidelity's Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'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 else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need.Certifications:Series 07 - FINRA, Series 66 - FINRA
        Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We 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 associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
        Fidelity Investments is an equal opportunity employer.
        Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. We welcome those with experience in jobs such as Field Sales, Regional Sales Manager, and Sales Professional and others in the Sales to apply.

Keywords: Fidelity Investments, Decatur , Investment Solutions Representative - Greater Chicago Area, Other , Hammond, Illinois

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Sales Representative - No Experience Needed (Actively Hiring)
Description: Job DescriptionSales Representative - Rural Markets If you're exploring sales careers, you already know sales is the way to get ahead. You can sell just about anywhere, but the key is knowing how to spot (more...)
Company: Platinum Supplemental Insurance
Location: Normal
Posted on: 04/17/2021

Team Member
Description: Description br br Working at Pizza Hut-- is about making hungry people happy. It's about being independent and having fun, making new friends and earning extra cash. As a Pizza Hut team member, you (more...)
Company: Pizza Hut
Location: Normal
Posted on: 04/17/2021

Get New Roofing Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Normal
Posted on: 04/17/2021


Babysitter Needed For 2 Children In Normal
Description: Seeking a babysitter
Company: Care.com
Location: Normal
Posted on: 04/17/2021

Hiring CDL-A OTR & Regional Company Drivers
Description: Company Driver Benefits: .40-.50 /Mile Average Mileage 3,500 -4,000 Trucks can be taken home Flexible Schedule Paid Weekly Option for Health Benefits Regional or over the road Company Driver Requirements: (more...)
Company: West Motor - WKW
Location: Normal
Posted on: 04/17/2021

General Labor
Description: Are you looking for immediate work and that makes an immediate positive impact Are you the type of person who loves diversity in your work day We are now hiring for General Labor with a real passion (more...)
Company: PeopleReady
Location: Normal
Posted on: 04/17/2021

Breakfast Host
Description: SUMMARY: Responsible for set-up, take down, and sanitation requirements of breakfast preparation for hotel guests. What's in it for you: ul li PTO Paid vacation after 1 year of service li 401k (more...)
Company: McNeill Hotel Company
Location: Normal
Posted on: 04/17/2021

Owner Operators - Local, Regional & OTR Positions Available
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve
Company: Live Trucking
Location: Normal
Posted on: 04/17/2021

Physician: General Anesthesiologist With $25K Sign-On Bonus
Description: A well-established and diverse group of anesthesiologists in central Illinois is looking to add another physician to their team. You will see all general procedures including OB and light less than 50 (more...)
Company: CompHealth
Location: Normal
Posted on: 04/17/2021

Owner Operator Truck Driver - Sign-on Bonus!
Description: Owner Operator Wanted - Great Pay and 10,000 Sign-On Bonus XPO is now contracting with quality independent owner-operators for drayage service at key rail ramps and ports throughout the United States. (more...)
Company: XPO Logistics
Location: Normal
Posted on: 04/17/2021

Log In or Create An Account

Get the latest Illinois jobs by following @recnetIL on Twitter!

Decatur RSS job feeds