Sales Enablement Specialist driving effective use of sales processes and tools within the Advisor Sales division at Fidelity. Collaborating with cross - functional teams to maximize efficiency and support sales teams.
About the role
- Regional Sales Director representing Morningstar promoting investment products to financial advisors. Engage, build relationships, and drive sales within specified territory.
Responsibilities
- Drive sales results with target market of financial advisors in your respective region.
- Establish, cultivate, and develop strong relationships with existing advisor base.
- Conduct group and one-on-one meetings to promote the Morningstar Platform and Managed Portfolios.
- Follow up on leads in tandem with your internal sales consultant.
- Strategically manage time to maximize sales in territory.
- Utilize Salesforce as a CRM to maximize penetration success.
- Perform special tasks as needed.
Requirements
- Minimum of 4 years related industry experience
- Passion for relationship building and demonstrated ability to successfully market investment products to financial advisor community
- Strong ability to understand and evaluate a financial advisor's practice
- Ability to work independently as well as in concert with an internal sales counterpart
- Strong interest and ability to explain portfolio management concepts
- Ability to work in a team environment and own issues as they arise
- Nice to have: CFP or other Designations
Benefits
- Financial Health
- 75% 401k match up to 7%
- Stock Ownership Potential
- Company provided life insurance - 1x salary + commission
- Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
- Additional medical Wellness Incentives - up to $300-$600 annual
- Company-provided long- and short-term disability insurance
- Trust-Based Time Off
- 6-week Paid Sabbatical Program
- 6-Week Paid Family Caregiving Leave
- Competitive 8-24 Week Paid Parental Bonding Leave
- Adoption Assistance
- Leadership Coaching & Formal Mentorship Opportunities
- Annual Education Stipend
- Tuition Reimbursement
- Charitable Matching Gifts program
- Dollars for Doers volunteer program
- Paid volunteering days
- 15+ Employee Resource & Affinity Groups
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