Regional Director(Raleigh-Durham, North Carolina Territory)

Fidelity Investments • NC Work From Home, NC

22h • Hybrid

About The Position

We have an exciting sales opportunity based in Raleigh, NC working with Independent B/D and Wirehouse advisors to drive and support the distribution of Fidelity investment products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, who is passionate about the industry and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that has a depth and breadth of both products and resources, along with growth and development opportunities for their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward. The territory is based out of Raleigh, NC and includes advisors across the Eastern Carolinas. You are required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.

Requirements

• Bachelor’s Degree required
• Series 7 and 63 required
• 5 years of field sales experience, working within financial services 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, ETFs, Custom model portfolios, ETFs, SMAs, Direct Indexing, and Alternative Investments
• 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
• Must live within the territory.

Nice To Haves

• CIMA or CFA desired
• Passion for the financial services industry

Responsibilities

• Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
• Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
• Supporting and driving sales through Registered Investment Advisors.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior