Workplace Planning Career Advisor

1 day ago


Roanoke, Virginia, United States Fidelity Investments Full time
Job Description

We are seeking a highly skilled Workplace Planning Associate to join our multi-stage development team. As part of this role, you will connect with clients to build effective relationships through calling and engaging warm leads. Your goal will be to guide inactive and active 401(k) participants through all available options while introducing them to our services.

  • You will advance to taking consultative inbound calls from current customers as you develop relationship building and industry expertise.

Our top-quality training resources will ensure you have the skills needed to provide exceptional customer guidance and achieve results.


Required Skills and Qualifications

To succeed in this role, you will need:

  • Outstanding customer relations experience and an understanding of sales processes.
  • Knowledge or experience in sales or the consultative relationship process.
  • Demonstrated accountability and a goal-oriented mindset.
  • Natural curiosity and the ability to ask deeper questions to fully understand client situations.

You will also need to be comfortable working in a hybrid environment, both at home and in office, and have the ability to navigate multiple systems simultaneously.



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