HSA Solutions Consultant KY

2 weeks ago

Covington KY United States Fidelity TalentSource LLC Full time


Job Description:

HSA Solutions Consultant

As Solutions Consultant, you will be responsible for providing solutions to assist Fidelity Health and Benefit Account clients in meeting strategic program goals while driving organic growth.  Using data driven analytics, a deep understanding of health savings accounts and Fidelity’s product offering, you will work with Managing Directors and other internal service team members to build, maintain and grow strong and committed client relationships with key decision makers, influencers and C- suite committee members of Fidelity Health clients. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty and satisfaction is developed by seeking feedback, anticipating needs and proactively providing solutions.

This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together and partnering with the Plan Sponsors, you will help our clients lead a successful Health Savings Account program to improve their employees’ overall wellbeing.

The Expertise You Have

  • Deep knowledge of Health Savings account administration is required, experience in Health & welfare or benefits administration is also preferred

  • We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.

  • 8u002B years of Relationship Management or Client Service experience

The Skills You Bring

  • Client-facing consultation skills to effectively engage key decision makers to develop a deeper understanding of their needs and opportunities, and the ability to articulate the value of an HSA eligible plan and the Health Savings Account.

  • Ability to participate in and leading business planning discussions, reviewing key plan performance indicators.

  • Proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction and being seen as an industry and product expert.

  • Ability to think broadly and creatively beyond the day-to-day to develop creative solutions to drive employee engagement.

  • Experience with gathering, understanding, and analyzing plan level performance metrics and ability to understand the underlying causes that contribute to the plan metrics.

  • Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.

The Value You Deliver

  • Helping clients understand the current state of their HDHP plan and HSA usage through the use of data, benchmarks and understanding of the industry.

  • Driving client utilization of available product features, communications and education campaigns, and thought leadership pieces to drive Increased adoption of HDHP plans, account opening, average account balance and invested assets

  • Encouraging clients to promote these components in a way that will encourage usage by their employees.

  • Drive high client retention and satisfaction though collaboration to drive better outcome for their employees and mee the employer’s goals.



Certifications:
Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com.

  • HSA Solutions Consultant KY

    2 weeks ago

    covington, United States Fidelity TalentSource LLC Full time

    Job Description:HSA Solutions ConsultantAs Solutions Consultant, you will be responsible for providing solutions to assist Fidelity Health and Benefit Account clients in meeting strategic program goals while driving organic growth.  Using data driven analytics, a deep understanding of health savings accounts and Fidelity’s product offering, you will work...

  • HSA Solutions Consultant KY

    1 week ago

    Covington, United States Fidelity TalentSource LLC Full time

    Interested in learning more about this job Scroll down and find out what skills, experience and educational qualifications are needed.Job Description:HSA Solutions ConsultantAs Solutions Consultant, you will be responsible for providing solutions to assist Fidelity Health and Benefit Account clients in meeting strategic program goals while driving organic...

  • HSA Solutions Consultant KY

    2 weeks ago

    covington, United States Fidelity TalentSource LLC Full time

    Job Description:HSA Solutions ConsultantAs Solutions Consultant, you will be responsible for providing solutions to assist Fidelity Health and Benefit Account clients in meeting strategic program goals while driving organic growth.  Using data driven analytics, a deep understanding of health savings accounts and Fidelity’s product offering, you will work...

  • HSA Solutions Consultant KY

    2 weeks ago

    covington, United States Fidelity TalentSource LLC Full time

    Job Description:HSA Solutions ConsultantAs Solutions Consultant, you will be responsible for providing solutions to assist Fidelity Health and Benefit Account clients in meeting strategic program goals while driving organic growth.  Using data driven analytics, a deep understanding of health savings accounts and Fidelity’s product offering, you will work...

  • HSA Solutions Consultant KY

    2 weeks ago

    covington, United States Fidelity TalentSource LLC Full time

    Job Description:HSA Solutions ConsultantAs Solutions Consultant, you will be responsible for providing solutions to assist Fidelity Health and Benefit Account clients in meeting strategic program goals while driving organic growth.  Using data driven analytics, a deep understanding of health savings accounts and Fidelity’s product offering, you will work...

  • Fidelity TalentSource LLC | HSA Solutions Consultant KY | covington, ky

    3 days ago

    Covington, United States Fidelity TalentSource LLC Full time

    Job Description:HSA Solutions ConsultantAs Solutions Consultant, you will be responsible for providing solutions to assist Fidelity Health and Benefit Account clients in meeting strategic program goals while driving organic growth.  Using data driven analytics, a deep understanding of health savings accounts and Fidelity’s product offering, you will work...

  • Fidelity TalentSource Solutions Consultant Professional

    5 days ago

    covington, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Investments is seeking a skilled HSA Solutions Consultant to join our team. As a key member of our organization, you will play a vital role in providing solutions to assist Fidelity Health and Benefit Account clients in meeting their strategic program goals.This consultative role requires a deep understanding of health savings...

  • Enterprise Solutions Consultant

    1 week ago

    NC, United States Prometheus Group Full time

    Job OverviewPrometheus Group is a leading provider of comprehensive enterprise asset management (EAM) software solutions. We're seeking an experienced Enterprise Solutions Consultant to join our team.Role SummaryThe Enterprise Solutions Consultant will serve as a technical sales professional, liaising between the sales team and engineering staff. This role...

  • Emergency Medicine Physician

    2 weeks ago

    , KY, United States All Star Healthcare Solutions Full time

    All-Star Healthcare Solutions seeks an Emergency Medicine Physician to assist with locums coverage in KY. Job details include: * Starting Jan 1st 2025- Ongoing * Facility Volume 21k annual volume. * Facility Coverage 24 MD/ 10 NP/PA * Shift times : 8a-8p, 8p-8a NP: 12p-10p * BC/BE in EM or BC FM Residency Completion * Must have ATLS, ACLS, PALS * Active KY...

  • Cardiology - Noninvasive Physician

    2 weeks ago

    , KY, United States All Star Healthcare Solutions Full time

    All Star Healthcare Solutions is seeking a Cardiologist to assist with locums coverage in Kentucky. Job details include: * Dec 2- 27 * Need is for IP consults, days in clinic, and night call * Clinic schedule is 8a-4:40 p * KY License or IMLC * BC/BE * EMR:MEDITECH/ATHENA All Star Healthcare Solutions benefits * Competitive pay * Malpractice coverage *...

  • Neurology Physician

    2 weeks ago

    , KY, United States All Star Healthcare Solutions Full time

    All Star Healthcare Solutions is contracted with a facility in Kentucky seeking a provider to assist with Neurology locum coverage. Job details included: * Coverage starting January-Ongoing * 12 hr shifts 8a-8p * Night & Weekend call * BC * Active KY license All Star Healthcare Solutions benefits: * Competitive pay * Malpractice coverage * Full-service...

  • Hematology/Oncology Physician

    4 weeks ago

    , KY, United States All Star Healthcare Solutions Full time

    All Star Healthcare Solutions is contracted with a facility in Kentucky seeking a physician for Hematology & Oncology locum coverage. * ASAC - ongoing * Clinic Monday - Friday * Night and weekend call * 18 PPD on average * 75% Hem and 25% Onc * Certifications: BLS, ACLS, DEA Certificate * BC * KY license or IMLC All Star Healthcare Solutions benefits *...

  • Obstetrics & Gynecology Physician

    3 weeks ago

    , KY, United States All Star Healthcare Solutions Full time

    All Star Healthcare Solutions is contracted with a facility in Kentucky with an urgent need for OB/GYN * Full time coverage needed ASAC-ongoing * Scheduled clinic hours + Call * BC Preferred * Required Certifications: BLS, ACLS, DEA Certificate, NRP, ATLS, * KY license or IMLC in hand preferred All Star Recruiting benefits * Full-service agency * 24/7...

  • Fidelity TalentSource LLC | Senior Business Analyst, Customer Solutions KY | covington, ky

    2 weeks ago

    Covington, KY, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleAre you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions? As a Senior Business Analyst in Fidelity s Workplace Investing Customer Solutions Chapter, you will be a member...

  • Gastroenterology Physician

    2 weeks ago

    , KY, United States All Star Healthcare Solutions Full time

    Gastroenterologist position in KY an hour to Nashville TN Job ID Job Details * BC/BE Gastroenterology * General GI * Join a team of 4 Providers and support staff including APRNs * Need is due to expansion * Full benefits package, Competitive salary, Income Guarantee, production bonus and excellent fringe benefit package; physicians are eligible to become a...

  • Fidelity TalentSource LLC | Transaction Processor KY | covington, ky

    1 day ago

    Covington, KY, United States Fidelity TalentSource LLC Full time

    Transaction Processor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Covington, KY! The Role Do you enjoy problem solving and working in a fast-paced office environment? Join us in Inbound Operations where you will be part of a...

  • HR Operations Associate KY

    2 weeks ago

    Covington, KY, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a HR Operations Associate in Covington, KY, Smithfield, RI, Merrimack, NH or Westlake, TX! HR Operations Associate performs administrative and HR functions to support the HR Ops Team. Responsible for but not limited to the...

  • Chiropractor Louisville KY

    2 weeks ago

    Louisville, KY, United States Healthcare Recruitment Counselors Full time

    Chiropractor Louisville KY Sign on Bonus of $3,000 Up to $200k per year!! 4 - days per week with - day on Fridays! We are looking for a dynamic Chiropractor to join our growing Chiropractic team in Louisville, KY. We are looking for a compassionate, caring Chiropractor who is a great adjuster and is passionate about the benefits of chiropractic care, to join...

  • Chiropractor Louisville KY

    2 weeks ago

    Louisville, KY, United States Healthcare Recruitment Counselors Full time

    Chiropractor Louisville KY Sign on Bonus of $3,000 Up to $200k per year!! 4 ½ days per week with ½ day on Fridays! We are looking for a dynamic Chiropractor to join our growing Chiropractic team in Louisville, KY. We are looking for a compassionate, caring Chiropractor who is a great adjuster and is passionate about the benefits of chiropractic care, to...

  • Production Solutions Consultant

    4 weeks ago

    Oldsmar, FL, United States Konica Minolta Business Solutions Full time

    Overview Konica Minolta currently has an exciting opportunity for a Production Solutions Consultant! Come join the winning team in the Print industry! The responsibility of the Production Solution Consultant (PSC) is to be the expert on the full-line of KMBS production print hardware and solutions products. The PSC will work with accounts to provide...