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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 Purpose of Your Role
Fidelity Investments Life Insurance Company (FILI) was formed to meet the critical retirement needs of Fidelity customers. FILI is a critical component of Fidelity's accumulation and retirement platform, offering innovative products that are low cost, transparent and easy to buy.
The FILI Investment Solutions Consultant plays an integral role in helping representatives develop, strengthen and retain client relationships, and supports retirement planning (accumulation, income and wealth transfer planning) with FILI products. To do so appropriately, the ISC-FILI must have full competency in all Fidelity Investments' products and services, a complete understanding of the Planning and Guidance Tools, and a working knowledge of Consultative Selling Skills (CSS).
The Skills You Bring
Your expert-level of Consultative Selling Skills
You have a strong service orientation to ensure the needs of the supported territory are being met
You have impeccable personal interaction skills, including communication, influence, facilitation, & public speaking
You are an effective coach and motivator, as well as a consummate team player
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
How Your Work Impacts the Organization
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.
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.