Investment representative job description

· Efficiently manage mid-level caseload of 400 to 600 investors to meet goals.

· Execute consultative approach to relationship management to understand God’s direction in investors’ hearts.

· Manage relationships through telephone, e-mail and mail throughout the year.

· Demonstrate excellence in all approaches to communication toward building trust, respect and value, internally with staff and externally with investors.

· Conduct oneself in a professional, friendly, and truthful manner to investors.

· Meet and exceed designated number of contacts and asks with investors.

· Effectively nurture relationships with numerous churches within the framework of the church-engagement process.

· Endeavor to reactivate lapsed partner relationships via telephone calls, email or other communication pieces and update Salesforce with call notes and new information about investors.

· Perform effective follow-up – mailings, thank you notes and prayer requests, tracking all content in Salesforce.

· Research, identify, and promote hand-off of high capacity donors to the appropriate major gifts officer.

· Accept investors from the major-gifts level that would benefit from the mid-level program and it’s structured communication..

· Meet with supervisor on a weekly basis for accountability and to discuss strategy and moves

· May be required to occasionally work extended workdays, evenings, or weekends

OTHER DUTIES:

· Attend and participate in a variety of meetings and task force groups as directed and maintain required level of knowledge pertaining to operating procedures, requirements, processes and policies.

· Lead and or participate in projects or task force groups which focus on issues having organization wide impact.

· Provide representation support at conferences and events, as requested.

SUPERVISORY RESPONSIBILITY:

This position has no direct supervisory responsibilities.

WORK ENVIRONMENT:

This job operates in a professional office environment and routinely uses standard office equipment such as laptop computers and smartphones.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, sit, stand and walk.

TRAVEL:

Travel is primarily locally during the business day, although some out of the area travel and overnight may be expected.

QUALIFICATIONS:

· Strong faith in Jesus Christ as Savior; God honoring lifestyle.

· Passion for the Word of God and provision of the Word for every people group.

· Championing Seed Company’s vision, mission, and values.

· Requires a Bachelor’s Degree in Business, Marketing or Public Relations; or equivalent work experience.

· Requires three years of direct customer interaction experience in Sales and/or Customer Service.

· Communication at an advanced level, both oral and written.

· Exhibit strong phone skills, for example: warm tone, good speaking cadence, clear and articulate speech.

· Demonstrate proficiency in building relationships.

· Exhibit effective interpersonal skills that demonstrate tact, patience, and courtesy.

· Manage time and task completion effectively.

· Be able to work independently with little supervision.

FINRA Series 7 license required

Series 63 and 65 or 66 licensed or ability to acquire upon hire

Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you acquire one

Results-oriented and comfortable working independently

Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are crafted to help you and your family strike the right balance.

Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.

Our Firm

American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations and individual investors, offering a wide range of investment strategies across a variety of investment disciplines.

We are committed to providing institutional-quality, actively managed solutions with a performance-centered mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives and ETFs.

Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.

For more information, please visit americancentury.com.

Headquartered in Kansas City, MO, we also have offices located in New York; London; Hong Kong; Sydney; El Segundo, CA (Los Angeles area); and Mountain View, CA (Silicon Valley).

The primary responsibilities of the Investment Solutions Representative are:

* Strong time-management skills which enable the representative to manage an opportunity pipeline from lead generation to post-sale follow-up and reporting.
* Effectively qualify and convert leads resulting in steady revenue for the PFS organization.
* Actively engage in business development by effectively connecting, profiling, and positioning products/capabilities to uncover new or additional assets.
* Effectively work with strategic partners with a focus on acquisition, streamlined processes, and increased efficiency and productivity.
* Achieve focused business goals through proactive sales calls to a segmented client base while reaching an individually assigned sales goal.
* Connect with investors and institutions through multiple communication channels, including inbound/outbound phones as well as paper/electronic written communication.
* Introduce clients to investment strategies by evaluating risks and objectives using advice and guidance tools.
* Work with active and terminated participants of employer-sponsored plans to provide service, support, advice, and recommendations on various needs including distribution and rollover options, consolidation, investment conversations, savings, and contribution strategies.
* Seek opportunities to be referred to partners who will provide next-step or in-depth sophisticated solutions such as financial wellness, taxable investment strategies, or financial planning.

Required Skills:

* Model the ACI Winning Behaviors: Client-Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Client-Focused
* Excellent communication, presentation, and consultative selling skills.
* Demonstrated practice of a sales process, including prospecting, profiling, assessing needs, presenting solutions, and closing.
* Exhibit competitive knowledge and the ability to compare, contrast, and communicate American Century products with competitor products.
* Understand and position retirement distribution options in a balanced and educational manner.
* Adapt to the evolving needs of clients, systems, and internal business model.
* Adhere to compliance/risk procedures while maintaining each client's best interest
* Systems proficiency, including Seismic, Salesforce, Microsoft Office.

What Is Required?

* Bachelor's degree or an equivalent combination of education and professional work experience
* Sales acumen with proven experience consulting with customers or clients.
* Solid understanding of qualified retirement plans (Preferred)
* Chartered Retirement Plan Specialist or Chartered Retirement Plan Counselor Designation (Preferred)
* Series 7 and 63, 65, or 66 (or willingness to complete)

Work Environment

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be a complete list of all responsibilities, duties, and skills required. the opportunities

Additional Requirements:

* As a global firm with offices in several cities, we will uphold any local regulations regarding COVID-19 precautions and/or vaccination requirements for the workplace.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

American Century Investment Services, Inc., Distributor.

©2019 American Century Proprietary Holdings, Inc. All rights reserved.