Investment Sales and Solutions Development Program - Covington, KY

Covington, KY
February 14 2019

Are you a passionate and self-motivated person who thrives in a collaborative competitive environment? If so, come build your career with us!

Fidelity's Investment Sales and Solutions Department is a collaborative, competitive, fast paced and exciting environment. In developing for this role you will get an extensive, paid training program that will expose you to the various facets of the financial services industry.


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

  • A passion to learn about the financial services market, economy and industry trends

  • Series 7 & 66 required within 120 days

    The Purpose of Your Role

    You bring your passion, we'll invest in you.  Yes, we are in financial services, but not in the old-fashioned way you might be thinking.  We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 66 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.

    This developmental, training program positions you for the Investment Sales and Solutions Role (ISR). In this role, 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

  • Comprehensive understanding/interest in the financial services market, economy and industry trends

  • Confirmed experience working with clients

  • Strong time management to balance all components of the sales process from prospecting/warm leads to post sale follow up and reporting

  • Excellent interpersonal skills and communication skills

  • Robust influencing and client engagement skills

The Value You Deliver

Building and having fast-growing customer relationships by identifying customer's need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services

Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.

Partnering with other functions and roles within the organization to drive additional business

Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads

Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry


The Investment Solutions Representative works with clients in Fidelity's Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need.

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