Workplace Planning Associate - Westlake, TX

Westlake, TX
November 20 2018

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 Fidelity

The 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

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 handling 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 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.

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