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Fidelity Advisor Funds Regional Vice Pre
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Fidelity Advisor Funds Regional Vice President Field Wholesaler - Long Island, NY area 0800022
Job Description
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Description
Business Overview
Fidelity Investments Institutional Services Company (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers Fidelity Advisor Funds , Variable Insurance Product (VIP) Portfolios, the Fidelity Advisor 529 Plan, systematic investment plans, institutional money market funds and a comprehensive line of retirement products and services. Fidelity Investments Institutional Services Company s total assets under management are over $293 billion.
Fidelity Advisor Funds Field Wholesaler
The Advisor Distribution Group (ADG) currently has a new territory open for a Regional Vice President Field Wholesaler in the Long Island, NY area, with our ideal candidate residing within that area. This individual will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals / broker/dealers within the Mutual Fund channel. The Wholesaler will interact with several different partners, including our internal FIIS distribution departments, sales management, Retirement Specialist and the Internal Wholesaler within the territory.
Primary Responsibilities
Travel throughout territory to generate new sales within all Distribution Channels
Increase number of Investment Professionals doing business with Fidelity Advisor Distribution Group
Maximize client relationships by assessing their business needs and offering creative solutions through Fidelity Advisor products, education, and services.
Maintain and document sales activity to ensure production levels.
Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.
Sponsor and participate in client seminars and events to increase Investment Professional's business.
Liaison with FIIS internal groups to provide superior service, marketing and technology support, problem resolution
Consult with Investment Professionals to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data.
Qualifications .
Education and Experience
Bachelors Degree required
Series 6 or 7 and 63 licenses required
Minimum of 5 years of sales experience
Skills, Knowledge and Requirments
Position requires significant overnight travel, with the ability to work from home office when not traveling
Must live in or relocate to sales territory
Field sales and territory management experience
Must have in depth knowledge of Fidelity and/or competitive products
Excellent time management and organizational skills
Superb stand-up presentation, communication and listening skills
Company Overview
Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of more than $3.4 trillion, including managed assets of $1.6 trillion as of October 31, 2007. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm.
Job Profile .
Job Category; Institutional .
Locations; New York .
Schedule; Full-time .
Job Level; Individual Contributor .
Education Level; Bachelor's Degree (±16 years) .
Job Type; Standard .
Shift; Day Job .
Overtime Status; Exempt .
Travel; Yes, 75 % of the Time .
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Applicant Category: Professional
Requisition Code: Work at home
Two Initials of Recruiter: bw
System Date: 01/21/2008
System Time: 13:33:40
Document Name(40): Fidelity Advisor Funds Regional Vice Pre
Source: JobCentral - USA
SearchTerms: "work at home" "work from home"
URL(80): https://fidelity.taleo.net/servlets/CareerSection?art_ip_action=FlowDispatcher&f
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