Job Overview
Employment Type
Full-time
Compensation
Type:
Salary
Rate:
Range $51,600.00 - $70,700.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Flexible working hours
virtual work environment
Professional development opportunities
Job Description
Fidelity Investments is a globally recognized financial services corporation dedicated to helping individuals and organizations achieve their financial goals through a wide range of investment solutions and retirement planning services. As a privately held company, Fidelity places a high emphasis on fostering a supportive, inclusive, and innovative working environment that attracts top-tier talent and nurtures professional growth. Known for its commitment to diversity and inclusion, Fidelity values unique perspectives and experiences, creating a workplace where associates feel respected and empowered to contribute their best. With decades of experience in the financial industry, Fidelity offers a strong reputation for reliability and... Show More
Job Requirements
- Series 7 license
- Series 63 license
- Reside within 90 miles of Greater Metro Las Vegas
- 2+ years of experience in customer service or sales preferred
- Series 66 license within 90 days of hire
- Proficient in consultative sales and communication
- Ability to work remotely and independently
- Familiarity with tax-exempt retirement products
- Previous phone center experience preferred
Job Qualifications
- Series 7 license
- Series 63 license
- Series 66 license required within 90 days of hire
- 2+ years of experience in customer service or sales preferred
- Knowledge of tax-exempt retirement products and services highly desirable
- Previous phone center experience preferred
- Demonstrated ability to deliver exceptional customer results
- Strong consultative, influencing, and communication skills
- Proven capability to be proactive and demonstrate initiative
- Strong time management and prioritization skills
- Receptiveness to feedback and willingness to adapt to change
Job Duties
- Onboarding new participants into their workplace plans by providing education on company match and savings options
- Supporting consolidation inquiries by proactively asking about prior workplace plans and outside investments and offering suitable solutions
- Actively engaging tax-exempt retirement plan participants in needs-based analyses to identify appropriate solutions
- Leveraging guidance and tools to assist customers with retirement readiness
- Applying consultative selling skills to identify suitable solutions and acquire, retain, and develop assets
- Understanding and articulating Fidelity viewpoints to provide general education to clients
- Identifying opportunities for providing more complex guidance and partnering with other Retirement Planner associates
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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