Retirement Planner - Houston, TX (Remote)

Fidelity Investments • Houston, TX

1d • Remote

About The Position

Retirement Planner - Houston, TX (Remote) Job Description: Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center to be considered for this opportunity. Put your expertise in retirement planning to work every day The Expertise We’re Looking For Series 7 & Series 63 licenses required 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 Regional Center 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. Fidelity Investments is an equal opportunity employer. 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 please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

• Series 7 & Series 63 licenses required
• 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

Nice To Haves

• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees