Retirement Planner - Atlanta, GA
Job Description:
This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Atlanta, GA area.
The Expertise We’re Looking For
Series 7 & Series 63 licenses required, 66 preferred
Series 66 required within 90 days of hire
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 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 63 - FINRA, Series 66 - FINRA (required within 90 days of hire)
COMPANY OVERVIEW
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
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