Workplace Planning Associate - Westlake, TX

Location
Westlake, TX
Posted
May 20 2019
Ref
1811796
Industry
Securities
We believe your naturaltenacity unlocks new opportunities.

We believe yourcommunication skill opens customers' minds.

We know you will inspireclient dedication and engagement in order to develop long-lasting positiverelationships with Fidelity.

The Expertise We'reLooking 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 ofYour Role

As part of WorkplacePlanning and Advice outbound call team, you'll be engaging inactive and active401(k) participants to introduce them to our outstanding services, guiding themthrough all their available options. You will engage our clients to buildeffective relationships through calling and engaging warm leads. Our topquality training resources will ensure you have all the answers you need toprovide customers with expert guidance - and to get the results you arestriving for.

The Skills You Bring
  • An understanding of a sales process, including customer calling and working with warm leads
  • Your excellent listening and time management skills
  • The desire to learn and grow in our industry

The Value YouDeliver
  • Introducing 401(k) participants to business partners to have appropriate Investment Solutions conversations
  • 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 managing leads through lead utilization.
  • Set up targeted appointments to address client needs related to products and services.

How YourWork Impacts the Organization

The Workplace PlanningAssociate is part of Fidelity's Workplace Planning and Advice group. TheWorkplace Planning and Advice group operates within our Personal Investingbusiness unit. We are a leading provider of investment management, retirementplanning, family conversations, portfolio guidance, brokerage, benefitsoutsourcing, and many other financial products and services. We believe inbuilding relationships, not just in building sales or building our assets.After all, our clients will place their investments, their savings, and theirfutures in your hands. A career at Fidelity means you'll be the one who willpersonally work with them to help achieve their dreams- whether that's savingfor college, for retirement, for a big vacation, or anything else. This is animportant responsibility and that's why we'll surround you with amazing,supportive people and all the tools you need.

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. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.
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