Regional Director – External Wholesaler
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • United States
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Salary
💰 $70,000 - $175,000 per year
Job Level
About the role
- Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals
- Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward
- Making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share
- Supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors
- Working daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms
Requirements
- Bachelor’s Degree required
- Series 7 and 63 required
- CIMA or CFA desired
- 5 years of field sales experience, working within Financial Services Industry highly preferred
- Outstanding communication, negotiation, decision making and multi-tasking abilities
- Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
- Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
- Excellent interpersonal skills that translate into a positive client experience
- Passion for sales and the ability to uncover and qualify new opportunities
- Commitment 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
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
field sales experienceportfolio constructioninvestment product solutionsMutual Fundsmodel portfoliosETFsSMAsIndex Fundsalternative investmentsretirement solutions
Soft skills
communicationnegotiationdecision makingmulti-taskingorganizational skillsresourcefulnessprioritizationinterpersonal skillssales passionadaptability
Certifications
Bachelor’s DegreeSeries 7Series 63CIMACFA