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Our Regional Coaching Consultants work to foster a culture of associate development by creating training programs that representatives look forward to experiencing, to grow an enhance their sales skills.
We are adding Regional Coaching Consultants to our Coaching & Development group. These new team members may office from on of the West or Midwest regional centers or from one of the field branch locations in the West.
The Expertise We're Looking For
Ten years of sales experience in the financial service industry
Experience with advanced planning and book of business practice management
Series 7, 63, 66 required
Insurance licenses required within 6 months of hire
CFP certification preferred
The Purpose of Your Role
The Regional Coaching Consultant works strategically with key business partners across Personal and Workplace Investments to create and deliver sales training and development support for our Branch and Phone sales roles.
The goal of the RCC team is to best prepare our associates to tailor Fidelity's solutions to meet their customers' unique needs today, anticipate and plan for their future needs, and remain knowledgeable and relevant in serving them over a lifetime. The Phones Regional Coaching Consultants will report directly the VP of Sales Training and the Branch Regional Coaching Consultants will report to the Regional Sales Managers with a dotted line to the VP of Sales Training.
The Skills You Bring
Advanced financial planning expertise and experience
Your innate ability to identify developmental training opportunities and collaborate with product groups and corporate training on program design
Superior presentation skills with respect to small team meetings and/or large scale seminars & workshops
Relevant knowledge of Fidelity culture and customer base, our products, tools, services and distribution model
Ability to drive national initiatives and coordinate effectively with peers in phone sites and branch regions
You are capable of influencing and motivating others while providing leadership and direction
The Value You Deliver
Facilitating high quality sales training for branch and phone sales associates, utilizing all mediums: classroom, small group training, virtual and workshop
Sharing financial planning expertise to appropriately position Fidelity's retail guidance tools, products, and planning strategies
Training branch associates to become highly proficient and effective sales consultants by embracing consultative selling practices
Supporting the branch culture of growing the business
How Your Work Impacts the Organization
From content creation to classroom delivery, the Regional Coaching Consultant is accountable for improved learning curriculum and the ongoing proficiency of our sales representatives. This team ensures training is impactful, useful, and engaging while modeling and exercising the core Fidelity values and beliefs in serving our customer's needs.
Certifications: Series 07 - FINRA, Series 63 - 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.