3 jobs found

Job Description: The Role We have an exciting sales opportunity in San Francisco (or Silicon Valley area) working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with...

About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking a talented, driven individual to fill a Wealth Management, Alternatives distribution role in the West Coast region. This sales professional will be responsible for generating investment/alternatives sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth platforms. The primary focus will be marketing Wellington’s public and private...

  What You Will Bring   ·         FINRA Series 6 or 7 and Series 63 registrations ·         CA Resident State Life, Health and Variable Annuities Insurance license ·         Thorough knowledge of Variable Annuities and Mutual Funds ·         2+ years direct sales experience   Preferred   ·         Experience selling annuities in Los Angeles, CA market ·         Bachelor's degree ·         CLU, ChFC and/or CFP ·         Exceptional communication/interpersonal skills ·         Highly Organized ·         Technically savvy with computer and MS Office products   Skills Influencing:  Knowledge of effective influencing tactics and strategies; ability to impact decisions within and outside own organization. Negotiating:  Knowledge of successful negotiation concepts and techniques; ability to negotiate successfully across the organization and with external vendors and clients in...