Premium Relationship Associate - Merrimack, NH

Merrimack, NH
March 14 2018

Your natural tenacity unlocks new opportunities. Your communication skill opens customers' minds.

The Expertise We're Looking For

  • Superior customer relations skills and experience, sales experience is a plus
  • FINRA Series 7 (or ability to obtain within 90 days; thereafter pursue 66)
  • High degree of motivation and able to work collaboratively in a competitive sales environment
  • Understanding of a sales process preferred, including customer calling and working with warm leads
  • Excellent listening and time management skills
  • The desire to learn and grow in our industry

The Purpose of Your Role

As part of Fidelity's outbound call team, you'll be engaging potential 401(k) customers and introducing them to our outstanding services, guiding them through all their available options and starting the sales process. You will be the front line in Fidelity's Retirement Investment Services group by engaging our clients to build effective relationships through calling and engaging warm leads. Our top quality training resources will ensure you have all the answers you need to provide customers with expert guidance - and to get the results you are striving for.

The Skills You Bring

  • An understanding of a sales process, including customer calling and working with warm leads
  • Your excellent listening and time management skills
  • The desire to learn and grow in our industry
  • Your competitive nature and passion for results

The Value You Deliver

  • Educating 401k participants toward making appropriate Investment Solutions
  • Building rapport and opening up the conversation with Fidelity clients through profiling and utilizing consultative skills with client interactions
  • Learn book management skills and effectively managing leads through lead utilization.
  • Set up targeted appointments to address client needs related to products and services.

How Your Work Impacts the Organization

The Premium Relationship Associate works under Fidelity's Retirement Investment Services group. The Retirement Investment Services group operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need.

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