Investor Center Investments Representative - Naples, FL
Fidelity Investments - Naples, FL

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Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives
offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to deliver customized and effective service, and successfully anticipate clients’ emerging needs . At Fidelity, you’ll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools in the industry. While you build relationships here, you’ll also be building your career.

Position Description

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.

Primary Responsibilities
  • 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
  • 2 or more years in financial services with an emphasis on customer service/sales
Skills and Knowledge
  • 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
About Fidelity Investments
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.

Job : Financial Sales
Primary Location : FL-Naples - Investor Center

Schedule : Full-time
Job Level : Individual Contributor
Education Level : Bachelor's Degree (±16 years)
Job Type : Standard
Shift : Day Job
Overtime Status : Non-exempt
Travel : Yes, 25 % of the Time

About this company
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Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...