Job Description:

The Role

We have an exciting sales opportunity working with Broker Dealer Intermediaries and Insurance Carriers to drive the distribution of both Fidelity Investments, Fidelity Institutional AM products as well as Fidelity’s Thought Leadership content. The primary clients are insurance carriers offering various annuities. Additional clients are broker/dealer financial advisors who utilize these types of products within their clients’ portfolios and selected insurance agency broker/dealers for all product lines.

Your responsibilities include:

Grow sales of Fidelity VIP, Advisor and sub-advised funds through our external Insurance client wholesalers via variable annuity contracts, VULs, indexed annuities, and other product lines.

Work directly with financial advisors to grow sales across our insurance clients’ platforms.

Increase market share by delivering outstanding client added services.

Effectively develop strong partnerships in local markets within territory.

Assist financial advisors on retirement planning topics.

Serve as subject matter expert on various thought leadership content including critical components of retirement income planning.

We seek someone who thrives in a collaborative, driven environment, is passionate about the business 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 is passionate about strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.

The Expertise and Skills You Bring

Bachelor’s Degree required

Series 7 and 63 required

CIMA or CFA a plus

Minimum of 2+ years of sales experience working within the Financial Service Industry

Experience with and ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments, variable sub-accounts and retirement solutions or comparable sales experience.

Outstanding communication, negotiation, decision making and multi-tasking abilities

Ability to stay organized, be inventive, and prioritize ongoing sales opportunities

Excellent interpersonal skills that translate into a positive client experience

Passion for sales and the ability to uncover and qualify new opportunities

Dedication 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

The Team

As a Regional Sales Consultant (Hybrid Wholesaler) your primary responsibility will be supporting and driving sales through Broker Dealer Intermediaries and Insurance Carriers in your territory. You’ll work daily to help provide valuable market insight, portfolio construction mentorship 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 Smithfield, RI.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.