In Personal and Workplace Investing (PWI), we empower people to be more productive at work and more prosperous in life. That means taking care of payroll services, talent management, healthcare, life and disability benefits... so our client companies can focus on their core business. The second part - "Empower people to be more prosperous in life" - captures what we strive to do for participants and employees... whether that's saving more for retirement or making the most of their workplace benefits to live more secure and prosperous lives.
Fidelity has over 100 investor center branches across the country and continues to open multiple new branches each year. Our branches offer a full range of investor products and services to individual mutual fund and brokerage customers- including personal needs-based investment guidance, wealth management, retirement planning, income strategies and college planning services. As one of three retail distribution channels within PWI, our investor center branches represent the face of Fidelity to our customers.
The Investments Representative position serves as one of the first points of branch contact for walk in customers and prospects. This position will be responsible for initiating customer relationships through walk-ins and phone contacts. This position will be required to participate in and/or present branch seminars, call out nights and sales campaigns. This position may also function as a branch product coordinator, providing branch wide guidance on product and/or sales techniques for assigned area.
Provide direction to new customers by being responsive to customer needs, inquiries and requests
Cross sell Fidelity products and services
Oversee resolution of some service issues as needed
Organize and assist with the delivery of local branch seminars and ensure appropriate follow-up from these seminars
Support branch CEI initiatives
Address routine and non routine inquiries from customers and prospects
Proactive inbound/outbound sales
Seek referral opportunities and follow up on leads
Partner with Financial Planning Consultant on complex client/prospect business opportunity
Participate in execution of local marketing development plan
Education and Experience
Skills and Knowledge
- 2 or more years in financial services with an emphasis on customer service/sales
About Fidelity Investments
- Series 7 & 63 required prior to hire
- Series 65 must be obtained within 3 months of hire unless already has the 66 combo
- Insurance Licenses required (or to be obtained within 6 months of hire)
- Sales skills including product knowledge, presenting multiple options and proactive outbound calling efforts, ability to compare and contrast investments
- Demonstrated effective use of consultative skills, PC Skills and system knowledge
- Must have proven track record in relationship management and customer satisfaction plus be able to work with all levels of customers, managers and employees
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit
Fidelity Investments is an equal opportunity employer.
CT-Fairfield - Investor Center
Bachelor's Degree (±16 years)
Yes, 25 % of the Time
Fidelity Investments - 2 years ago
Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...