Workplace Planning Associate - Denver,CO (Greenwood Village)

Location
Greenwood Village, CO
Posted
November 30 2018
Ref
1814271
Industry
Securities
Description

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

  • 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 collaborative environment
  • Understanding of a consultative relationship 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 Workplace Planning and Advice outbound call team, you'll be engaging inactive and active 401(k) participants to introduce them to our outstanding services, guiding them through all their available options. You will engage 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

The Value You Deliver

How Your Work Impacts the Organization

The Workplace Planning Associate is part of Fidelity's Workplace Planning and Advice group. The Workplace Planning and Advice group operates within our Personal Investing business unit. We are a 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. A career at Fidelity means 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 an important responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need.



Qualifications
Client/Customer ServiceAdvertisement

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