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Workplace Planning Associate Jacksonville Fl in Jacksonville

Company: Fidelity Investments
Location: Jacksonville
Posted on: May 23, 2020

Job Description:

Workplace Planning Associate Jacksonville Fl - Fidelity InvestmentsJob Description:We believe your natural tenacity unlocks new opportunities.We believe your communication skill opens customers minds.We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity.The Expertise Were Looking ForSuperior customer relations skills and experience, sales experience is a plusFINRA Series 7 (or ability to obtain within 90 days; thereafter pursue 66)High degree of motivation and able to work collaborative environmentUnderstanding of a consultative relationship process preferred, including customer calling and working with warm leadsExcellent listening and time management skillsThe desire to learn and grow in our industryThe Purpose of Your RoleAs part of Workplace Planning and Advice outbound call team, youll be engaging inactive and active 401(k) participants to introduce them to our outstanding services, guiding them through all their available options. You will engage 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 expert guidance and to get the results you are striving for.The Skills You BringAn understanding of a sales process, including customer calling and working with warm leadsYour excellent listening and time management skillsThe desire to learn and grow in our industryThe Value You DeliverIntroducing 401(k) participants to business partners to have appropriate Investment Solutions conversationsBuilding rapport and opening up the conversation with Fidelity clients through profiling and utilizing consultative skills with client interactionsLearn book management skills and effectively managing leads through lead utilization.Set up targeted appointments to address client needs related to products and services.How Your Work Impacts the OrganizationThe Workplace Planning Associate is part of Fidelitys Workplace Planning and Advice group. The Workplace Planning and Advice group operates within our Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. 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. A career at Fidelity means youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and thats why well surround you with amazing, supportive people and all the tools you need.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. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales We welcome those with experience in jobs such as Customer Account Manager, Medical Sales Rep, and Area Sales Manager and others in the Sales to apply.by Jobble

Keywords: Fidelity Investments, Jacksonville , Workplace Planning Associate Jacksonville Fl in Jacksonville, Other , Jacksonville, Florida

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