Strategic Retirement Solutions Consultant
7 days ago
Job Title: Strategic Retirement Solutions Consultant
Job Type: Full-time
Location: Greater Phoenix, AZ area (Remote)
About Fidelity TalentSource LLC:
Fidelity TalentSource LLC is a leading provider of financial services and solutions. We are committed to helping individuals and families achieve their long-term financial goals.
Job Description:
The Strategic Retirement Solutions Consultant will play a critical role in driving customer loyalty and delivering exceptional retirement outcomes for our Tax Exempt retirement plan participants.
Key Responsibilities:
- Provide education and support to workplace participants on retirement readiness and investment strategies
- Conduct needs-based analysis to identify suitable solutions for clients
- Leverage consultative selling skills to acquire, retain, and develop assets
- Promote Fidelity Viewpoints to provide general education to clients
- Identify opportunities to provide more complex guidance and partner with other associates as appropriate
Required Skills and Qualifications:
- Series 7 & Series 63 licenses required; Series 66 required within 90 days of hire
- 2+ years of experience in a customer service or sales role preferred
- Knowledge of tax-exempt retirement products and services highly desirable
- Demonstrated ability to deliver exceptional customer results
Benefits:
- Competitive salary: $65,000 - $85,000 per year
- Comprehensive benefits package, including health insurance, 401(k) matching, and paid time off
- Opportunities for professional growth and development
Additional Information:
Fidelity TalentSource LLC is an equal opportunity employer. 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 and may be asked to provide additional documentation as requested.
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