Regional Brokerage Consultant
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • United States
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Salary
💰 $115,000 - $200,000 per year
About the role
- conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development
- educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions, joint client appointments and webinars
- provide subject matter expertise to directly impact sales results
- acquiring external accounts from competitors
- providing timely subject matter expertise on market updates and promotions, enhancements and changes within the brokerage and fixed income product offerings
Requirements
- 10+ years of financial industry experience
- Extensive sales experience in the financial service industry
- Extensive knowledge of fixed income, equity and option markets, including market mechanics
- Experience in using technical analysis for trading strategy development and position management
- Series 7 & 63
- Ability to travel up to 75% of the time
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 & Tools
technical analysistrading strategy developmentposition managementfixed income knowledgeequity market knowledgeoption market knowledge
Soft Skills
sales interactionscoachingrelationship developmenttrainingcommunication
Certifications
Series 7Series 63