Bi-lingual Investment Education Consultant - Southern California - Part-time

August 01 2018

Passionate about the advantages that being a Fidelity client provides. You're a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness.

The Expertise We're Looking For

  • Bachelor's degree required

  • Bilingual in Spanish required

  • Series 7 and 63 licenses

  • Series 65 or 66 licenses required to obtain within 3 months of starting role

  • Excellent product knowledge and the ability to convey that knowledge

  • Strong financial industry acumen

The Purpose of Your Role

As an Investment Education Consultant (IEC) you will be providing investment education to the participants of our Plan Sponsors. The IEC delivers both general and targeted workshops, along with some custom one-on-one consultations. Your objective is to serve as the “Consultant” for the day, striving to ensure that participants are prepared to make better decisions regarding their financial retirement readiness and to promote One Fidelity.

The Skills You Bring

  • Your proven presentation skills and ability to engage an audience

  • Relationship Management skills and excellent communication skills

  • Your desire to be a self-starter and ability to be flexible in an environment where there is no direct supervision

  • Professional demeanor & proven negotiation skills

  • Proven superior customer service skills

  • Skills (effective communication, able to work with teams, presentation skills) required for the role. These are most likely skills the candidate will come with but also skills that can be learned

The Value You Deliver

  • You'll be delivering an average of 15 high quality face-to-face Employee Meetings per month to our retirement plan participants including: Enrollment Meetings, General Education Meetings, Advanced Investment Meetings, Regional Workshops and Benefits Fairs

  • Coordinating the preparation and delivery of these Employee Meetings with attention to detail and client satisfaction

  • Proactively working with business partners on collecting all relevant details of your client's needs and goals in order to prepare for delivery of an effective meeting

  • Managing your clients expectations and effectively negotiating unique requests all while supporting and building One Fidelity relationships with your client

How Your Work Impacts the Organization

The Investment Education Consultant provides onsite education and support for our workplace participants. You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways to include, increasing cash flow through increasing deferrals, and driving crossover customers that creates Personal & Workplace Investment flows. 


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