Developmental Representative, Intermediary Sales(Michigan & Ohio Territory)

Job Description:

Job Description

We have an exciting sales opportunity working in a designated sales territory covering exclusively with Edward Jones Financial Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. This role will require the associate to live within the established geographic territory which includes OH, MI, work remotely from home, as well be able to travel within the territory to interact face to face with clients/prospects.

The Team

As a Developmental Regional Director (DREP) your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.

The Expertise We’re Looking For

• Bachelor’s Degree required
• Series 7 and 63 required
• CIMA or CFA desired
• Passion for the financial or investment management industry
• 2-3 years of field sales experience, working within Financial Services Industry highly preferred

The Skills You Bring

• Your outstanding communication, negotiation, decision making and multi-tasking abilities
• Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
• Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions
• Your excellent interpersonal skills that translate into a positive client experience
• Your passion for sales and the ability to uncover and qualify new opportunities
• Your commitment to constant self-improvement and exhibit a competitive drive
• Your ability to thrive in our fast paced environment and enjoy being part of a strong team
• Your high aptitude to learn new things quickly and adapt to new situations
• Your effective consultative sales and presentation skills

The Value You Deliver

• 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.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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