Entry Level Financial Representative
Company: Fidelity Investments
Location: New Britain
Posted on: May 11, 2022
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Job Description:
Job Description: Have you recently graduated or will be
graduating in 2022 from college and looking to explore a sales
career with an industry leader?-- Are you a highly innovative,
upbeat, self-motivated individual who thrives in a collaborative,
fast paced, and customer focused environment?-- If yes, please
consider joining Fidelity Investments' sales teams where you will
become part of a team that is committed to cultivating and
developing your career in financial services.-- Join a team that's
an industry leader in innovation and invests in you with key
product and service offerings, groundbreaking technology, and a
premier investment platform. We empower professional growth,
flexibility and support thus enabling long-term success for you and
our clients. Your desire to grow and learn within the industry will
open the door to a career path full of professional rewards. We
believe your natural resourcefulness unlocks new opportunities and
your communication skill opens customers' minds. We know you will
inspire client dedication and engagement to develop long-lasting
positive relationships with Fidelity. Relocation assistance may be
available for those who meet eligibility requirements. The
Expertise We're Looking For Outstanding customer relations
experience Sales experience is a plus FINRA Series 7 OR ability to
acquire series 7 upon hire High degree of motivation and able to
work collaboratively Knowledge of a consultative relationship
process helpful The Purpose of Your Role As part of the Workplace
Planning and Advice outbound and inbound call team, you will start
your journey in our multi-stage development to career planning and
advice. Engaging inactive and active 401(k) participants to
introduce them to our services, guiding them through all their
available options. You'll connect with our clients to build
effective relationships through calling and engaging warm leads as
well as taking inbound calls. You will be supported in learning the
business and building skills in Fidelity's Relationship Model, our
planning culture and how to best leverage technology to help our
clients. Our top-quality training resources will ensure you have
all the answers you need to provide customers with the best
guidance - and to get the results you are striving toward. The
Skills You Bring An understanding of a sales process, including
customer calling and working with warm leads Active listening and
time-management skills Being coachable, collaborative, and curious
are your "go to" attributes Our Investments in You We believe it is
important to approach life holistically. Our benefit programs
(opens in a new tab) are crafted to help you and your loved ones
strike the perfect balance. Sound too good to be true? See for
yourself and learn more about our benefits offerings: Click to hear
from a few of our associates about the outstanding benefits
Fidelity offers: Benefits at Fidelity Investments (opens in a new
tab) Click here for a local news story about how we are helping our
employee's payback their student loan debt(opens in a new tab)
Training for Your Role We offer a paid, industry-leading
development program that will fully prepare you to engage with
customers while acquiring your Series 7 and 66 licenses. Click to
learn more about Training Opportunities at Fidelity(opens in a new
tab) and how we support our associates to obtain their securities
licenses The Value You Deliver Introducing 401(k) participants to
business partners to have appropriate Investment Solutions
conversations Building rapport and opening a conversation with
Fidelity clients through profiling and utilizing consultative
skills with client interactions Learn book-management skills and
effectively handling leads through lead utilization Set up targeted
appointments to address client needs related to products and
services How Your Work Impacts the Organization This role is part
of Fidelity's Workplace Planning and Advice group. The group
operates within our Personal Investing business unit. We believe in
building relationships, not just in building sales or building our
assets. After all, our clients will place their investments, their
savings, and their futures in your hands. --- COVID work policy
Safety is our top priority. Once we can be together in person with
fewer safety measures, this role will move to our dynamic working
approach. You'll be spending some of your time onsite Learn More:
Dynamic Working (opens in a new tab) Fidelity Investments is an
equal opportunity employer. This opportunity is brought to you by
Fidelity University Talent. Certifications: Series 07 - FINRA
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 , 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 ."
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. We welcome those with experience in jobs such
as Sales Demonstrator, Regional Sales Manager, and Account
Executive and others in the Sales to apply.
Keywords: Fidelity Investments, New Britain , Entry Level Financial Representative, Accounting, Auditing , New Britain, Connecticut
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