Annuity Service Representative

Salt Lake City, UT
March 21 2019
The Team

Provide exceptional client experience anddevelop strong relationships with our clients by understanding their needs andoffering targeted solutions. Associate also understands and providesin-depth policy and procedural information on annuity products andservices. Additionally, you will proactively uncover customer needsrelated to tax-deferred savings and guaranteed income by identifying productsolutions that meet these needs resulting in leads to our Fidelity InvestmentsLife Insurance Company (FILI) Sales partners.

The Expertise You Have
  • 2-3 years in a Financial Services Client Service or Phones related role preferred
  • NASD Series 7 & 63 licenses required
  • Insurance license within 6 months of hire preferred
  • College degree or equivalent experience
  • Consultative client service and sales passion

The Skills You Bring
  • Proven top performer in client service, relationship management, sales results, and business development
  • Positive attitude and passion as you contribute to the team environment by sharing ideas and assisting other team members in exceeding goals
  • Ability to build relationships and deliver an exceptional client experience

The Value You Deliver
  • Knowledge of investment and insurance concepts, stock and trading terms, and market trends
  • Ability to work effectively in a fast-paced, changing environment
  • Excellent organization and follow-through skills

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Similar jobs

Similar jobs