Job Description:

We have a new opportunity for a Remote Licensed Retirement Planner in the Greater Metro Las Vegas area! The position is remote and requires that you reside in the Greater Las Vegas area (within 90 miles). 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.

The 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 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 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 OVERVIEW

At 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 – FINRA