Is it time to explore new challenges in your career?
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
The Expertise Were 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
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
Fidelitys 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.
Our Investments in You Our benefit programs (opens in a new tab)
(https://go.fidelity.com/zwaf25) are crafted to help you and your
loved ones strike the perfect 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)
(https://www.youtube.com/watch?v=k3eVjXbsVA4) * Click here for a
local news story about how we are helping our employees 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 acquiring your Series 7 and 66 licenses.
* Click to learn more about Training Opportunities at
Fidelity(opens in a new tab) (https://youtu.be/5FUY8UpuAGM) and how
we support our associates to obtain their securities licenses
COVID work policy Safety is our top priority. 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 Learn More: Dynamic Working (opens in a new tab)
Series 07 - FINRA, Series 66 - FINRA
At Fidelity Investments, our customers are at the heart of
everything we do. As a privately held company with a rich 75-year
history, our mission has remained the same since our founding: to
strengthen the financial well-being of our clients . We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
At Fidelity, youll find endless opportunities to build a
meaningful career that positively impacts peoples lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. And you dont need a finance background to succeed
at Fidelitywe offer a range of opportunities for learning and
growth so you can build the career youve always imagined. We
welcome associates from different backgrounds and with different
perspectives to help us innovate and make a difference for our
customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com
Fidelity Investments is an equal opportunity employer. We
believe that the most effective way to attract, develop and retain
a diverse workforce is to build an enduring culture of inclusion
Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to accommodations @fmr.com (mailto:email@example.com) ,
or by calling 800-835-5099, prompt 2, option 2.
Safety remains Fidelitys top priority and this will never
change. Because safety is our top priority, maximizing vaccination
is our goal. Fidelity believes that having as many associates
vaccinated as possible maximizes the safety of associates,
customers, vendors, visitors to our facilities, and the community.
As we consider safety protocols in our offices, all US Fidelity
regular candidates are offered the opportunity to voluntarily
disclose their vaccination status during the hiring process.
We welcome those with experience in jobs such as Sales
Assistant, Senior Account Executive, and Regional Sales Manager and
others in the Sales to apply.