Regional Sales Consultant

Fidelity Investments • Westlake, TX

2d • Hybrid

About The Position

The Role We have an exciting sales opportunity working with Broker Dealer Intermediaries and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. The Team As a Regional Sales Consultant (Hybrid Wholesaler) your primary responsibility will be supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in your territory. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. In your role you will be an important part of the FI Intermediary Investment & Sales distribution team and will be responsible for phone and virtual-based sales interactions, along with making in-person sales calls, partnering with your specialist teams to drive new business, retain assets and grow market share. This role will require 25% travel and is based in Westlake, TX.

Requirements

• Bachelor’s Degree required
• Series 7 and 63 required
• Passion for the financial or investment management industry
• Minimum of 2+ years of sales experience working within the Financial Service Industry
• Your outstanding communication, negotiation, decision making and multi-tasking abilities
• Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
• Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
• Your excellent interpersonal skills that translate into a positive client experience
• Your passion for sales and the ability to uncover and qualify new opportunities
• Your commitment to constant self-improvement and exhibit a competitive drive
• Your ability to thrive in our fast-paced environment and enjoy being part of a strong team
• Your high aptitude to learn new things quickly and adapt to new situations
• Your effective consultative sales and presentation skills

Nice To Haves

• CIMA or CFA a plus

Responsibilities

• supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in your territory
• provide valuable market insight
• portfolio construction guidance
• investment product solutions to financial advisors and their firms
• phone and virtual-based sales interactions
• making in-person sales calls
• partnering with your specialist teams to drive new business, retain assets and grow market share

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees