Retirement Planner - Houston, TX (Remote)
Job Description:
Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center.
Put your expertise in retirement planning to work every day
The Expertise We’re Looking For
• Series 7 & Series 63 licenses required
• 2+ years of experience in a customer service or sales role preferred
• Knowledge of tax exempt retirement products and services highly desirable
• Previous phone center experience preferred
• Demonstrated ability to deliver exceptional customer results
The Purpose of Your Role
Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.
The Skills You Bring
• Your comprehensive understanding of the current market, economy, & economic trends
• Your robust consultative, influencing and communication skills
• Proven capability to be proactive and demonstrate initiative
• Strong time management and prioritization skills
• Your receptiveness to feedback and willingness to adapt to change
The Value You Deliver
• Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy
• Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs
• Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
• Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
• Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
• Understanding and articulating Fidelity Viewpoints to provide general education to clients
• Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate
How Your Work Impacts the Organization
The Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Apply Now
Apply Now
Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center.
Put your expertise in retirement planning to work every day
The Expertise We’re Looking For
• Series 7 & Series 63 licenses required
• 2+ years of experience in a customer service or sales role preferred
• Knowledge of tax exempt retirement products and services highly desirable
• Previous phone center experience preferred
• Demonstrated ability to deliver exceptional customer results
The Purpose of Your Role
Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.
The Skills You Bring
• Your comprehensive understanding of the current market, economy, & economic trends
• Your robust consultative, influencing and communication skills
• Proven capability to be proactive and demonstrate initiative
• Strong time management and prioritization skills
• Your receptiveness to feedback and willingness to adapt to change
The Value You Deliver
• Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy
• Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs
• Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
• Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
• Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
• Understanding and articulating Fidelity Viewpoints to provide general education to clients
• Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate
How Your Work Impacts the Organization
The Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Apply Now
Apply Now