Workplace Planning Specialist
1 day ago
Fidelity Investments, a leading innovator in financial services, offers a unique opportunity for a Workplace Planning Specialist to join our team.
About the RoleThis role is part of our multi-stage development program, where you will work with clients to build effective relationships through calling and engaging warm leads.
- You will connect with inactive and active 401(k) participants to guide them through all their available options and introduce them to our services.
As a member of our team, you will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture, and how to leverage technology to help our clients.
We provide all the training needed to develop the skills required to service our customers and study for FINRA licensing exams.
Your Journey at Fidelity- You are Learning. No finance background or college degree is necessary to succeed in this role.
- You are Celebrated. Your achievements will be recognized and celebrated as you progress through your career.
- You are Growing. From day one, you'll have the support and structure to plan for your future at Fidelity.
- You can Explore. You'll experience variety in your work with dedicated time for development activities beyond answering customer calls.
- Outstanding customer relations experience and understanding of a sales process.
- Knowledge or experience in sales or the consultative relationship process.
- Demonstrate accountability and a goal-oriented mindset.
- Natural curiosity and demonstrated success in asking deeper questions to understand the client's situation.
- Ability and flexibility to work in a fast-paced environment.
The estimated salary for this role is around $65,000 - $80,000 per year, depending on location and experience.
Benefits- A competitive salary package
- Opportunities for career growth and development
- A supportive and collaborative work environment
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