Financial Services Representative - Madison, WI

Soteria Reinsurance Ltd.; Middleton (WI); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Join a leading company as a Financial Services Representative in Middleton, WI, where you'll engage with customers and support their financial needs through a robust training program and development opportunities. This hybrid role offers paid training for essential licenses, ensuring your success in the financial services industry.

Benefits

401(k) with 7% match

Tuition reimbursement

Paid time off

Wellness programs

Qualifications

• High energy and a passion for helping others.
• No finance background required, with training provided.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Support customers through inbound calls and transactions.
• Obtain Series 7 & 66 licenses with comprehensive paid training.
• Transition from remote work to in-person service at an Investor Center.

Skills

Customer service experience

Flexibility

Self-motivation

Enthusiasm

Education

High school diploma (minimum)

Job description

Financial Services Representative - Madison, WI

Job Description:

Are you passionate about helping people? Join our team as a Financial Services Representative, where you'll focus on growth and career development while supporting customers through inbound calls. This role prepares you for a future as the face of Fidelity in our Investor Centers. Benefit from paid training to obtain your Series 7 & 66 licenses, personalized support, and a celebration of your achievements, all while building valuable skills and experience. During onboarding, you'll support Fidelity’s customers over the phone with account inquiries, transactions, and trades, working from home and spending one day per week in the Investor Center. After onboarding, you'll work primarily in the Investor Center.

What to Expect

In your first year, your onboarding leader will guide you through our industry-leading training program, supporting your transition from remote work to in-person service at an Investor Center.

• Obtain Licenses: Study for and earn your SIE, Series 7, and Series 66 licenses, fully paid and sponsored by Fidelity, including study time, coaching, and review classes. Successful completion of all exams is required.
• Build and Solidify Skills: Spend four days a week supporting customers remotely and one day in an Investor Center to develop and hone your skills. You’ll also have dedicated time for professional development and networking. Upon completing training, you'll transition to working full-time in an Investor Center, with flexibility depending on business needs.
• Discover Success: Gain confidence and proficiency in serving customers, joining the wealth management development track to build advanced skills for a career in planning.

Advantages of Our Career Development Program

• Support: Comprehensive training to develop customer service and licensing skills, no finance background required.
• Celebration: Your achievements will be recognized and celebrated as you progress towards promotion.
• Growth: Receive career coaching to explore opportunities and plan your growth at Fidelity.
• Variety: Focus on development activities and work beyond customer support to build key skills for Investor Center roles.

Desired Skills and Qualities

• High energy, enthusiasm, and a passion for helping others
• Flexibility and self-motivation
• Customer service experience (phone or in-person) and ability to thrive in a fast-paced environment

Skills We Value

• Eagerness to learn and grow in financial services
• Outstanding customer experience delivery
• Strong interpersonal skills, attention to detail, multitasking abilities
• Coachability, collaboration, curiosity

Our Investment in You

We offer benefits like maternal and parental leave, tuition reimbursement, student loan assistance, 401(k) with 7% match, health, dental, vision insurance, disability, paid time off, commuter benefits, dependent care, charitable matching, wellness programs, and fitness reimbursement. Support to obtain SIE, Series 7, and Series 66 licenses is provided.

Certifications:

Securities Industry Essentials (SIE), Series 07, Series 66 (FINRA)

Category:

Customer Service

Work Model:

Fidelity’s hybrid model combines onsite and remote work, with most roles requiring onsite presence every other week.

About Us

Fidelity is committed to making financial expertise accessible and fostering a diverse, inclusive workplace. For more information, visit FidelityCareers.com. Fidelity is an equal opportunity employer and provides accommodations for applicants with disabilities.