Workplace Planning Associate - Westlake, TX
We believe your natural tenacity unlocks new opportunities.
We believe your communication skill opens customers' minds.
We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with FidelityThe Expertise We're Looking For
Excellent 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 bold sales environment
The Purpose of Your Role
In this role you act as the front line in Fidelity's Retirement Investment Services group. They engage our clients to build effective relationships with Fidelity through calling and engaging warm leads
The Skills You Bring
An understanding of a sales process, including customer calling and working with warm leads
Excellent listening and time management skills
The dream to learn and grow in our industry
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 handling leads through lead utilization.
Set up targeted appointments to address client needs related to products and services.
The Premium Relationship Associate is part of 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.