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Inbound Planning Representative

Company: Fidelity Investments
Location: SUGAR LAND
Posted on: May 3, 2021

Job Description:

Job Description:

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 Investments

INVESTMENT SOLUTIONS REPRESENTATIVE

We have a new and exciting opportunity for a Remote Licensed Investment Solutions Representative in the Greater Houston Area!The position is fully remote andrequiresyou reside in the Greater Houston, TX 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.

We believe as an individual, your daring spirit keeps you razor sharp.

As a team member, your reliability makes you impressive.

TheExpertiseWere 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 preferred

ThePurposeof Your Role

As 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 - youll 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.

TheSkillsYou 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 skills

TheValueYou Deliver

  • Building and having fast-growing customer relationships by identifying customers 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 WorkImpactsthe Organization

The Investment Solutions Representative works with clients in Fidelitys 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. Youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and thats why well surround you with amazing, supportive people and all the tools you need.

Certifications:

Series 07 - FINRA, Series 66 - FINRA




Company Overview


At 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. Find your Fidelity at .




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 process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to, or by calling 800-835-5099, prompt 2, option 2.



We welcome those with experience in jobs such as Territory Sales Manager, Area Sales Manager, and Account Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Sugar Land , Inbound Planning Representative, Other , SUGAR LAND, Texas

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