Fidelity Bank · 3 months ago
Workplace Planning Associate - Salt Lake City, Utah
Salt Lake City, UT
Full-time
Hybrid
New Grad, Entry LevelFidelity Bank is an industry leader in innovation, seeking to empower professional growth and support for their clients. The Workplace Planning Associate role involves building relationships with 401(k) participants, guiding them through their options, and providing support for their retirement and investment needs.
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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
Required
Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a “hybrid” work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66
Benefits
Maternal and Parental Leave
Tuition Reimbursement
Student Loan Assistance
401(K) 7% match
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Paid Time off
Backup Dependent Care
Charitable match
Concierge Services
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase