Job Description

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens customers’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

Relocation assistance may be available for those who meet eligibility requirements.

The Expertise We’re Looking For

Outstanding customer relations experience

Sales experience is a plus

FINRA Series 7 OR ability to acquire series 7 upon hire

High degree of motivation and able to work collaboratively

Knowledge of a consultative relationship process helpful

The Purpose of Your Role

As part of the Workplace Planning and Advice outbound call team, you will engage inactive and active 401(k) participants to introduce them to our services, guiding them through all their available options. You'll connect with our clients to build effective relationships through calling and engaging warm leads. Our top-quality training resources will ensure you have all the answers you need to provide customers with the best guidance – and to get the results you are striving toward.

The Skills You Bring

An understanding of a sales process, including customer calling and working with warm leads

Active listening and time-management skills

Being coachable, collaborative, and curious are your "go to" attributes

Our Investments in You

We believe it is important to approach life holistically. Our benefit programs(opens in a new tab) are crafted to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)

Click here for a local news story about how we are helping our employee’s payback their student loan debt(opens in a new tab)

Training for Your Role

We offer a paid, industry-leading development program that will fully prepare you to engage with customers while obtaining your Series 7 and 66 licenses.

Click to learn about Training Opportunities at Fidelity(opens in a new tab) and how we support our associates to obtain their securities licenses

The Value You Deliver

Introducing 401(k) participants to business partners to have appropriate Investment Solutions conversations

Building rapport and opening a conversation with Fidelity clients through profiling and utilizing consultative skills with client interactions

Learn book-management skills and effectively handling leads through lead utilization

Set up targeted appointments to address client needs related to products and services

How Your Work Impacts the Organization

This role is part of Fidelity’s Workplace Planning and Advice group. The group operates within our Personal Investing business unit. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands.

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working(opens in a new tab)

Certifications:

Series 07 – FINRA, Series 66 – FINRA