FILI, Investment Solutions Consultant - Covington %26 Jacksonville
Serving as an Insurance and Annuity subject matter expert and product specialist, the Investments Solutions Consultant personally supports assigned branch & phone representatives who are working to achieve insurance sales goals through the generation of new business and the development of existing customer relationships.
The Expertise We're Looking For
- Series 7, 63 & 65/66 and State Insurance license(s) required
- A complete understanding of Fidelity's guidance tools and how our insurance products can be positioned within these tools
- Ten or more years of financial service sales with a proven track record
- Bachelor's Degree required; advanced degree or certification preferred
- Comfortable with moderate travel, up to 25%
The Value You Deliver
- Your market knowledge is critical in aiding in the development of potential business opportunities within a representative's Book of Business, your partnership is instrumental in determining appropriate next steps to pursue and develop their business
- Partnering with Management and Regional Planning Consultants to develop and execute a business plan to achieve insurance sales goals
- Ensuring a consistent approach and execution of business strategies by partnering with the field FILI RVPs in the assigned territories
- Providing educational support by participating in team meetings, one-on-one coaching sessions, leading informal and formal training sessions; Your training ensures representatives are well versed in insurance products and understand their place within the financial planning process
- Communicating sales techniques & practices specific to financial planning strategies for accumulation and distribution, new products and service updates and competitor offerings
- Participate and/or present in team meetings, hold scheduled and unscheduled 1:1 meetings and lead/support informal and formal training sessions
You are developing a high level of trust and credibility with all Branch and Phone business partners through outstanding interactions, superior responsiveness and unfailing follow-through.