Client-Focused Financial Representative

Soteria Reinsurance Ltd.; Carmel (IN); On-site; USD 52,000 - 76,000; Full time

Job summary

Fidelity Investments in Carmel, IN seeks a Financial Representative who serves as the official face of the branch, delivering exceptional client service and building long-lasting relationships. You will handle front lobby transactions, maintain compliance, and collaborate with teammates to deepen client engagement.

The role supports training for Series 7 and Series 66 licenses; a degree or equivalent experience is helpful.

Qualifications

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• A degree, equivalent experience, or other professional certifications are beneficial (tuition reimbursement for CFP, degree, or equivalent credential).

Responsibilities

• Provide daily support to Fidelity’s most valued clients.
• Deliver an exceptional experience to strengthen client relationships.
• Identify opportunities and make effective introductions to drive branch growth.

Skills

Customer service

Phone support

Financial services

Interpersonal skills

Organization

Education

Degree or equivalent experience

Tools

Series 7

Series 66

Job description

Fidelity Investments in Carmel, IN seeks a Financial Representative who serves as the official face of the branch, delivering exceptional client service and building long-lasting relationships. You will handle front lobby transactions, maintain compliance, and collaborate with teammates to deepen client engagement.

The role supports training for Series 7 and Series 66 licenses; a degree or equivalent experience is helpful.