Workplace Planning Associate - Westlake, TX
Fidelity Investments

Westlake, Texas

Posted in Sales
6 days ago


Job Info


Job Description:

Workplace Planning Associate

"Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments

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.

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 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:

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.

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.

Certifications:

Series 07 - FINRA



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.


Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.



picture of a car

Want to save money on car insurance?


Compare rates instantly

Rates starting at $19/mo

Check my rates *Our Adpolicy

More jobs for you in Sales

Sales

Posted about 8 hours ago

Healthcare Solutions Team
Sales

Posted about 8 hours ago

Healthcare Solutions Team
Sales

Posted about 8 hours ago

Healthcare Solutions Team
View Sales jobs »

Weekly blog post from our employment blog

New Post
3 Tips in Asking for a Job Reference

3 Tips in Asking for a Job Reference

When you apply for a job, typically you are required to have a job reference. Many people ask someone to do a reference for them, but the key ...


Read full blog post
Share this job with the community

Click a community link below, and then social share the Workplace Planning Associate - Westlake, TX job.


African American Job Search Logo
Asian Job Search Logo
Disabled Job Seekers Logo
Hispanic Job Exchange Logo
LGBT Job Search Logo
Seniors to Work Logo
US Diversity Job Search Logo
Veteran Job Center Logo