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Workplace Financial Consultant - Knoxville / Chattanooga, TN

Fidelity InvestmentsFarragut, TN, US

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Overview

Workplace Financial Consultant - Knoxville / Chattanooga, TN

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.

Responsibilities

Onboard new participants into workplace plans by educating on company match and savings and guiding investment strategy.
Support consolidation inquiries by asking about prior workplace plans and outside investments and offering suitable solutions.
Engage Tax Exempt Market retirement plan participants in needs-based analysis to identify solutions that will complement and support their retirement plan.
Leverage guidance offerings and tools to assist retirement readiness.
Apply consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets.
Understand and articulate Fidelity Viewpoints to provide general education to clients.
Identify opportunities for more complex guidance and partner with other Retirement Planner associates as appropriate.

Expertise / Qualifications

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

Skills

Understanding of the current market, economy, and economic trends

Consultative, influencing and communication skills

Proactive and initiative

Strong time management and prioritization skills

Receptiveness to feedback and adaptability

Value / Impact

Onboard participants and educate on company match and savings; guide investment strategy.

Support consolidation inquiries and offer suitable solutions based on prior plans and outside investments.

Engage participants in needs-based analysis to identify solutions that support their retirement plan.

Assist customers with retirement readiness using guidance and tools.

Use consultative selling to identify solutions and develop assets.

Articulate Fidelity Viewpoints for general client education.

Identify opportunities for more complex guidance and partner with other Retirement Planner associates when appropriate.

Work context

The Regional Center Retirement Planner provides education and support for workplace participants; aims to raise retirement readiness and influence customers to take action. Contributes to Fidelity by increasing deferrals and cross-channel investment flows.

Certifications / Category

Category : Sales

Employment type

Full-time

Job function

Finance and Sales

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Financial Consultant • Farragut, TN, US

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