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Workplace Planning Associate

Company: Fidelity Investments
Location: Durham
Posted on: June 9, 2021

Job Description:

Job Description:Workplace Planning Associate "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career?Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards. We believe your natural resourcefulness unlocks new opportunities and your communication skill opens customers' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking ForOutstanding customer relations experienceSales experience is a plusFINRA Series 7 OR ability to acquire series 7 upon hireHigh degree of motivation and able to work collaborativelyKnowledge of a consultative relationship process helpfulThe Purpose of Your RoleAs part of the Workplace Planning and Advice outbound call team, you will engage inactive and active 401(k) participants to introduce them to our services, guiding them through all their available options. You'll connect with our clients to build effective relationships through calling and engaging warm leads. Our top-quality training resources will ensure you have all the answers you need to provide customers with the best guidance - and to get the results you are striving toward. The Skills You BringAn understanding of a sales process, including customer calling and working with warm leadsActive listening and time-management skillsBeing coachable, collaborative, and curious are your "go to" attributesOur Investments in YouWe believe it is important to approach life holistically. Our benefit programs are crafted to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity InvestmentsClick here for a local news story about how we are helping our employee's payback their student loan debtTraining for Your RoleWe offer a paid, industry-leading development program that will fully prepare you to engage with customers while obtaining your Series 7 and 66 licenses.Click to learn about Training Opportunities at Fidelity and how we support our associates to obtain their securities licensesThe Value You DeliverIntroducing 401(k) participants to business partners to have appropriate Investment Solutions conversationsBuilding rapport and opening a conversation with Fidelity clients through profiling and utilizing consultative skills with client interactionsLearn book-management skills and effectively handling leads through lead utilizationSet up targeted appointments to address client needs related to products and servicesHow Your Work Impacts the OrganizationThis role is part of Fidelity's Workplace Planning and Advice group. The group operates within our Personal Investing business unit. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. COVID work policySafety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. Dynamic working - post pandemicOur aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. Learn More: Dynamic Working Certifications:Series 07 - FINRA, Series 66 - FINRACompany 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. Find your Fidelity at fidelitycareers.com.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 accommodations @fmr.com, or by calling 800-###-####, prompt 2, option 2.

Keywords: Fidelity Investments, Durham , Workplace Planning Associate, Other , Durham, North Carolina

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