JobMesh

CC- Denver Pipeline

Fidelity Investments · Denver, Colorado, US

Job Description: We believe as an individual, your daring spirit keeps you razor sharp. As a team member, your reliability makes you impressive.

Job description

Job Description: We believe as an individual, your daring spirit keeps you razor sharp. As a team member, your reliability makes you impressive. The Expertise We’re Looking For: - A college degree (preferred) - Sales acumen with validated experience consulting with customers or clients - Effective phone and e-mail communication skills - Comprehensive understanding of the financial services market, economy and industry trends - FINRA Series 7 essential. 63 or 66 preferred The Purpose of Your Role: As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson - you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development. The Skills You Bring: - Sales experience, fina...