Workplace Financial Consultant - Knoxville / Chattanooga, TN

Overview

This role requires you to live in the Greater Knoxville or Chattanooga, TN areas in order to service local client companies on their campuses in person 4-5 days a week.

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

The Value You Deliver

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.

Certifications & Category

Category : Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.

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