Retirement Planner - Tampa, FL

Job Description:Put your expertise in retirement planning to work every dayThe Expertise We’re Looking ForSeries 7 & Series 63 licenses required2+ years of experience in a customer service or sales role preferredKnowledge of tax exempt retirement products and services highly desirablePrevious phone center experience preferredDemonstrated 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 BringYour comprehensive understanding of the current market, economy, & economic trendsYour robust consultative, influencing and communication skillsProven capability to be proactive and demonstrate initiativeStrong time management and prioritization skillsYour receptiveness to feedback and willingness to adapt to changeThe Value You DeliverOnboarding 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 strategySupporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needsActively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement planLeverage guidance offering and appropriate tools to assist customers with their retirement readinessApplying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assetsUnderstanding and articulating Fidelity Viewpoints to provide general education to clientsIdentify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriateHow Your Work Impacts the OrganizationThe 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:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.Originally posted on Himalayas

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