Regional Director driving sales through Broker Dealer and Registered Investment Advisors in Michigan for Fidelity. Providing market insight and investment solutions while making in-person sales calls within territory.
Responsibilities
supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory
providing valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms
making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share
consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist clients in their investing goals
collaborating with internal partners and specialists on how to service these professionals and create more opportunities for partnership going forward
Requirements
Bachelor’s Degree required
Series 7 and 63 required
CIMA or CFA desired
5 years of field sales experience, working within Financial Services Industry highly preferred
Outstanding communication, negotiation, decision making and multi-tasking abilities
Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
Excellent interpersonal skills that translate into a positive client experience
Passion for sales and the ability to uncover and qualify new opportunities
Commitment to constant self-improvement and exhibit a competitive drive
Ability to thrive in our fast-paced environment and enjoy being part of a strong team
High aptitude to learn new things quickly and adapt to new situations
Effective consultative sales and presentation skills
Benefits
comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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