Annuity Service Representative III

Salt Lake City, UT
September 11 2019
Client Obsessed Individuals, who are ambitious,process and detail oriented, and have a sales and service relationship attitudewith high EQ.

The Team

Provide outstanding client experience and developpositive relationships with our clients by understanding their needs andoffering targeted solutions. Associate also understands and provides in-depthpolicy and procedural information on annuity products and services.Additionally, you will proactively uncover customer needs related totax-deferred savings and guaranteed income by identifying product solutionsthat meet these needs resulting in leads to our FILI Sales partners.

The Expertise You Have
  • NASD Series 7 & 63 licenses required
  • Insurance license within 6 months of hire
  • College degree or equivalent experience

The Skills You Bring
  • Validated 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 outstanding client experience

The Value You Deliver
  • Knowledge of investment and insurance concepts, stock and tradingterms, 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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