Retirement Solutions Consultant

2 weeks ago


Sens, Bourgogne-Franche-Comté, United States Fidelity TalentSource LLC Full time
Unlock Your Potential as a Retirement Planner

We are seeking a talented Retirement Solutions Consultant to join our team at Fidelity TalentSource LLC. As a key member of our organization, you will play a critical role in helping our workplace participants achieve their retirement goals.

About the Role

This is an exciting opportunity for a skilled professional with a passion for retirement planning to make a meaningful impact on people's lives. You will be responsible for providing education and support to our clients, helping them understand and maximize their plan benefits, and delivering exceptional customer results.

Key Responsibilities
  • Onboarding and Education: Provide comprehensive onboarding and education to new participants, guiding them through the process of understanding their company match and savings options.
  • Solutions and Guidance: Offer solutions and guidance to help participants make informed decisions about their retirement plans, leveraging your expertise in tax-exempt retirement products and services.
  • Customer Engagement: Engage with Tax Exempt Market retirement plan participants in a needs-based analysis to identify suitable solutions that meet their individual needs.
  • Collaboration and Partnership: Partner with other associates to provide more complex guidance and support, ensuring seamless delivery of services to our clients.
Requirements and Qualifications

To be successful in this role, you will need to possess the following qualifications and skills:

  • Licenses and Certifications: Series 7 & Series 63 licenses required; Series 66 required within 90 days of hire.
  • Experience and Skills: 2+ years of experience in a customer service or sales role preferred; strong consultative, influencing, and communication skills; proven ability to deliver exceptional customer results.
What We Offer

In addition to a competitive salary, we offer a range of benefits and perks that support your personal and professional growth. Some of these include:

  • Flexible Work Arrangements: Enjoy flexible work arrangements that balance work and life responsibilities.
  • Ongoing Training and Development: Participate in ongoing training and development opportunities to enhance your skills and knowledge.
  • Recognition and Rewards: Receive recognition and rewards for your achievements and contributions to the organization.

We estimate the annual salary for this position to be around $60,000 - $80,000, depending on your location and level of experience. This figure may vary based on various factors, including market conditions and individual performance.

About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services, dedicated to making our expertise broadly accessible and effective in helping people live the lives they want. Our mission is to strengthen the financial well-being of our clients, and we are committed to creating a diverse and inclusive workplace where everyone feels valued and supported.


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