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Retirement Planner - Phoenix, AZ (Remote)

Company: Fidelity Investments
Location: Phoenix
Posted on: September 24, 2022

Job Description:

Job Description:We have a new and exciting opportunity for a Remote Licensed Retirement Planner in the Greater Metro Phoenix area! The position is remote and requires that you reside in the Greater Phoenix area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients over the phone. -You work hard every day to help Fidelity's customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams. ------- -JOB DESCRIPTION:Put your expertise in retirement planning to work every dayThe -Expertise -We're Looking For

  • Series 7 & Series 63 licenses required
  • Series 66 required within 90 days of hire
  • 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 resultsThe -Purpose -of Your RoleRetirement 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 changeThe -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 appropriateHow Your Work -Impacts -the OrganizationThe 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.CERTIFICATIONS:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire) COMPANY OVERVIEWAt 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.Certifications:Series 07 - FINRA, Series 63 - FINRACompany OverviewFidelity Investments is a privately held company with a mission -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 clients' money.Join UsAt Fidelity, you'll 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. Honored with a -, we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "."We invite you to -Find Your Fidelity -at -.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 and belonging.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 -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Business Services Representative, Customer Account Manager, and Medical Sales Rep and others in the Sales to apply.

Keywords: Fidelity Investments, Phoenix , Retirement Planner - Phoenix, AZ (Remote), Other , Phoenix, Arizona

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