Workplace Planning Associate - Greenwood Village, CO
Fidelity Investments is an industry leader in innovation, seeking individuals to join their Workplace Planning and Advice team. The role involves building relationships with 401(k) participants through calls, guiding them through service options, and providing support for their retirement and investment needs.
Responsibilities
- Connect with our participants to build effective relationships through calling and engaging warm leads
- Guide our inactive and active 401(k) participants through all their available options while introducing them to our services
- Learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs
- As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs
- Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
- Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
- Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
- Set up targeted appointments while identifying opportunities to address participant needs related to products and services
Skills
- Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
- Knowledge or experience in sales or the consultative relationship process
- Demonstrate accountability and a goal-oriented mindset
- Natural and demonstrated success in asking deeper questions to fully understand the client's situation
- Ability and flexibility to work in a 'hybrid' work setting, both at home and in office
- Comfortable with technology and ability to navigate multiple systems simultaneously
- Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Benefits
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Backup Dependent Care
- Charitable match
- Concierge Services
Company Overview