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Fidelity Investments · 19 minutes ago

Workplace Planning Associate - Merrimack, NH

Merrimack, NH

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is an industry leader in innovation that invests in the growth of its employees. The Workplace Planning Associate role involves connecting with participants to build relationships and guide them through their 401(k) options while providing support for their retirement and investment needs.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

You will connect with our participants to build effective relationships through calling and engaging warm leads

Guide our inactive and active 401(k) participants through all their available options while introducing them to our services

You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs

As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs

Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce

Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions

Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Qualification

Client relationship experienceSales process knowledgeFINRA SIE certificationSeries 07 certificationSeries 66 certificationConsultative relationship processAsking deeper questionsComfortable with technologyNavigating multiple systemsGoal-oriented mindset