Workplace Planning Associate
3 weeks ago
Unlock Your Career Potential
Fidelity Investments is seeking a talented Workplace Planning Associate to join our team. As a key member of our Workplace Planning and Advice outbound and inbound call team, you will play a critical role in building effective relationships with our clients and guiding them through their available options.
Key Responsibilities:
- Connect with clients to build rapport and open conversations through profiling and consultative skills
- Guide inactive and active 401(k) participants through available options and introduce them to our services
- Advance to taking consultative inbound calls from current customers and provide guidance on investment solutions
What We Offer:
- A dynamic and inclusive work environment that empowers associates to achieve success
- A comprehensive training program that includes Fidelity's Relationship Model and planning culture
- The opportunity to work in a hybrid setting, blending onsite and offsite work experiences
Requirements:
- Outstanding customer relations experience and understanding of sales processes
- Knowledge or experience in sales or consultative relationships
- Accountability and goal-oriented mindset
Benefits:
- A range of benefits that support associates through every stage of their career, including flexible work arrangements and comprehensive training
- A hybrid working model that blends onsite and offsite work experiences
- The opportunity to work in a dynamic and inclusive work environment that empowers associates to achieve success
About Fidelity:
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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.
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