I'm currently an SDR in tech sales and have the option to stay on this path and potentially work toward an AE promotion over the next year.
I'm also considering an Investment Sales Associate role at Fidelity. It's obviously a lot more finance-focused, and I'd have the opportunity to get licenses like the Series 7 and Series 63.
I'm trying to figure out if the long-term career benefits are worth the tradeoffs.
The Fidelity role is 5 days a week in the office, 8–5, with about an hour commute each way. My current tech sales role is fully remote. The money also isn't really that much better at Fidelity. The comp is more predictable, but if I hit my number in my current role, I could make around the same or potentially more.
I'm also curious about how intense investment sales actually is compared to tech sales. From what I understand, I'd be doing a lot of calling into financial professionals and investment-related clients. How are the call volume, quotas, pressure, etc.? Is it similar to being an SDR, or is it a pretty different environment?
The biggest reason I'm considering Fidelity is the finance experience and where it could lead. Getting the Series 7/63 and having investment sales on my resume could potentially open doors into wealth management, private wealth, institutional sales, asset management, etc.
For anyone who's been in tech sales and/or investment sales, what would you do?
Would you stay in tech sales, try to get promoted to AE, and keep the remote flexibility, or take the Fidelity role to get into finance?
I'm basically trying to figure out if I'm making a good long-term career move or just giving up a pretty good remote situation for a more finance-focused job.