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The Purpose of Your Role
As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers via phone. This is an inbound planning and guidance role where you’ll become a trusted partner for your customers and colleagues alike. You will help expand Fidelity’s customer base and client relationships by carefully profiling customers’ needs and positioning investment strategies that meet their needs using a defined set of tools and solutions
The Value You Deliver
Providing investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services.
Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or prospective customers
Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts, solutions, and strategies
Much better than being a newscast producer. Was making $53,000 with no bonuses