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<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Financial Services Representative - Dallas, TX

Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference. We offer team members: <ul><li>Careers with purpose</li><li>Teamwork environment</li><li>Amazing 401K Retirement Plan</li><li>Envision Paid Life Insurance</li><li>Medical, Dental, Vision, FSA Plans</li><li>10 Paid Holidays</li><li>PTO &amp; Vacation</li><li>Tuition Reimbursement</li></ul> POSITION SUMMARY The Inside Sales Coordinator serves as a vital link between the sales team, clients, and internal departments to ensure seamless sales operations and exceptional customer service. This role involves managing sales inquiries, coordinating with customers, and supporting the sales team to achieve revenue and growth objectives. KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE Sales Support <ul><li>Handle inbound sales inquiries via phone, email, and online platforms, providing accurate product and service information.</li><li>Prepare and send quotations, proposals, and sales agreements.</li><li>Coordinate with the sales team to qualify leads and ensure timely follow-ups.</li><li>Track sales orders, ensuring accuracy and timely delivery to clients.</li><li>Maintain and update customer records in CRM systems.</li></ul> Customer Relationship Management <ul><li>Build and maintain strong relationships with new and existing clients.</li><li>Address customer inquiries, resolve complaints, and provide after-sales support.</li><li>Identify customer needs and recommend appropriate products or services.</li></ul> Coordination and Reporting <ul><li>Collaborate with logistics, finance, and operations teams to ensure smooth order processing and fulfillment.</li><li>Monitor and report on sales performance metrics, including pipeline activity, sales trends, and customer feedback.</li><li>Assist in the preparation of sales forecasts and budgets.</li></ul> Administrative Tasks <ul><li>Schedule and organize meetings, presentations, and training sessions for the sales team.</li><li>Ensure all sales documentation and files are up-to-date and compliant with company policies.</li><li>Support marketing campaigns by coordinating leads and tracking campaign performance.</li><li>Flexibility to perform other job duties as assigned.</li></ul> JOB REQUIREMENTS INCLUDE Education: <ul><li>High school diploma or GED equivalent required </li><li>Bachelor’s degree in business administration, marketing or related field preferred; however, a combination of education and experience wherein the skills and abilities to perform the responsibilities and functions have been adequately demonstrated is acceptable.</li></ul> Desired Experience: &nbsp; <ul><li>2+ years of experience in inside sales, sales coordination, or customer service.</li></ul> Knowledge/Skills: <ul><li>Proficiency in CRM software (e.g., Pipe Drive, Salesforce, HubSpot).</li><li>Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).</li><li>Familiarity with ERP systems is a plus.</li><li>Excellent communication and interpersonal skills.</li><li>Strong organizational and multitasking abilities.</li><li>Detail-oriented with a focus on accuracy and efficiency.</li><li>Ability to work independently and as part of a team.</li><li>Sales-oriented mindset with a focus on customer satisfaction.</li><li>Ability to handle high-pressure situations with professionalism.</li><li>Analytical and problem-solving skills to address client needs effectively.</li></ul> Licenses/Certifications: &nbsp;N/A SUPERVISORY RESPONSIBILITIES Total Number of Employees Directly Supervising: &nbsp;&nbsp;0&nbsp; Number of Subordinate Supervisors Reporting to Position: 0&nbsp;&nbsp;&nbsp;&nbsp; VISION REQUIREMENTS INCLUDE Can be performed with or without assistive technology: &nbsp;X Required to perform activities such as preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact. ___Required to perform activities such as operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery. ___&nbsp;&nbsp;&nbsp;&nbsp; Required to review/inspect own assigned work, the work of others, or facilities or structures. Requires normal (or corrected to normal) vision/acuity: ___&nbsp; Required to operate motor vehicles and/or heavy equipment such as forklifts. COMMENTS Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.This position description is intended to convey generally the duties of this job.&nbsp; It is not an all-inclusive listing of duties, and it is not a contract, expressed or implied. “We aspire to be a world-class, recognized leader in the blind and low vision field, leading with employment and rehabilitation, through collaboration for the benefit of our employees, our partners, our community, and our industry.” “To improve the quality of life and provide inspiration and opportunity for people who are blind or visually impaired through employment, outreach, rehabilitation, education and research.”&nbsp; Envisions Core Values are the authentic, unwavering principals that define and support our culture.&nbsp; &nbsp; <ul><li>Integrity&nbsp;</li><li>Curiosity&nbsp;</li><li>Passion</li><li>Initiative</li><li>Teamwork</li><li>Excellence&nbsp;</li></ul> PHYSICAL REQUIREMENTS INCLUDE In an average workday, employee must: Task None Occasional Frequent Constant Stand x Walk x Sit x Bend/stoop x Climb x Reach above shoulders x Squat/crouch/kneel x Push/pull x Lift x Usual amount 11-25 lbs. Carry x Usual amount 11-25 lbs. Employee must use hands for repetitive action such as: Task Right Hand Left Hand Simple grasping Yes Yes Firm grasping Yes Yes Fine manipulation No No WORKING CONDITIONS INCLUDE In an average workday, employee is exposed to: Task None Occasional Frequent Constant General shop or store conditions x General office environment x Humid, extreme hot/cold temps (non-weather) x Outdoor weather conditions x Fumes or airborne particles x Fluorescent lights x Moving, mechanical parts x Toxic chemicals x Loud noise intensity levels x Risk of electrical shock x Travel for job x

2 Project Management / Professional Services Jobs in Red Oak, TX, USA