Fidelity Investments Work Values

Daily Duties at Fidelity Investments:

Managing and maintaining approximately two thousand broker dealer relationships with Fidelity in the northern Illinois and southern Wisconsin areas, making proactive sales calls to identify and satisfy client needs, educating and supporting clients while prospecting for new business in order to surpass a $27.5 million dollar monthly sales goal, retaining and developing existing clients, arranging meetings with brokers and my outside sales field partner, and participating in a quarterly Sales Excellence competition.

What they like about Fidelity Investments:

Organizations with strong, centralized leadership are particularly attractive to you. You require a work environment with leadership that aggressively seeks to expand and grow the business and does so in a visible and decisive manner. In general you prefer to work in an environment in which there is a strong link between leadership, its actions, and a strong set of company-wide values.

Tags

Salesforce.com , Outlook, Microsoft Office, CRM System Administrator, Communication Skills, Series 6 & 63 Licensed

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Superior communication skills, CRM system management, Microsoft Office proficiency, Team collaboration, Extensive customer service experience

These are some of the questions we asked our climbers about their experiences with Fidelity Investments: