Investment Solutions Consultant

Job Description:

Investment Solutions Consultant, FILI

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.

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.