Katie Schumacher
Carrollton
Summary
Sales and relationship-drive professional with 3 years of experience partnering with financial advisors. Skilled in building trusted relationships, driving consultative sales conversations, identifying growth opportunities, and communicating complex investment concepts in a clear and compelling manner.
Overview
4
4
years of professional experience
Work History
Senior Regional Investment Consultant
Fidelity Investments - Institutional Sales
Westlake, TX
06.2023 - Current
- Serve as Internal wholesaler covering a territory of 11,000+ financial advisors across broker-dealers, RIAs wire houses, and regional firms throughout the country.
- Partner closely with the external wholesaler to develop ad deepen advisor relationships, supporting advisor practices through ongoing engagement and collaborative sales efforts
- Execute 60+ daily outbound dials, generating 10+ substantive advisor conversations and driving 6M+ in gross sales and 130% of territory sales goal attainment over a 3 year period
- Conduct product-focused conversations with financial advisors, aligning investment solutions to clients' long-term goals, risk profiles, and portfolio objectives
Investment Sales Associate
Fidelity Investments - Institutional Sales
Westlake, TX
06.2022 - 06.2023
- Provided consultative support to financial advisors across the country via inbound calls, delivering timely solutions to product, platform, and account inquiries
- Conducted outbound calls to financial advisors, focusing on developing new relationships to generate business opportunities
Education
Bachelor of Science - Health
Texas A&M University
College Station, TX05-2022
Skills
- Consultative sales
- Relationship Management
- Asset Allocation
- Business Development
- Presentation Delivery
Licenses
FINRA Series 7, FINRA Series 63, Securities Industry Essentials (SIE)
Timeline
Senior Regional Investment Consultant
Fidelity Investments - Institutional Sales
06.2023 - Current
Investment Sales Associate
Fidelity Investments - Institutional Sales
06.2022 - 06.2023
Bachelor of Science - Health
Texas A&M University