Serving as the Managed Accounts subject matter expert and product specialist, this Managed Solutions Consultant is the senior sales partner for assigned branches and phone sites. Collaborating with Financial Consultants to generate new business, develop customer relationships and achieve Managed Account sales goals.
The Expertise Were Looking For
The Purpose of Your Role
Your role is to work with Branch Management and Regional Planning Consultants to develop a plan to achieve the managed account sales goal. You will assist with the execution of plan and tactics in conjunction with your business partners, while providing pertinent Managed Account market data and sales reports senior leadership. Ensuring consistency of strategy and approach to business opportunities across the network is critical.
The Skills You Bring
How Your Work Impacts the Organization
Your support and influence of all things related to managed accounts, including but not limited to: pre-appointment planning, client appointments, client follow-up, assisting with paperwork, NIGO resolution, etc) is essential to the success of the sales representative and is imperative for the regions goal achievement.
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.