Retirement Planning Consultant (Hybrid)

Fidelity Investments Inc.; Covington (KY); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Maternal and Parental Leave

Tuition Reimbursement

Student Loan Assistance

401(K) 7% match

Health Insurance

Dental Insurance

Vision Insurance

Paid Time off

Job summary

A leading investment firm located in Covington, Kentucky, seeks individuals for a customer service role, assisting 401(k) participants through calls and engagement. The position provides extensive training and requires no finance background. Applicants must demonstrate strong client relationship skills and the ability to work in a hybrid environment. This role offers various benefits, including tuition reimbursement and health insurance.

Qualifications

• Outstanding client relationship experience and understanding of sales process.
• Natural success in understanding clients' situations.
• Demonstrate accountability and goals.

Responsibilities

• Connect with participants through warm leads.
• Assist 401(k) participants with service needs.
• Build rapport and initiate conversations with Fidelity participants.

Skills

Client relationship experience

Knowledge in sales

Goal-oriented mindset

Asking deeper questions

Ability to work in hybrid setting

Comfortable with technology

Aptitude to complete FINRA exams

Tools

Salesforce

Job description

A leading investment firm located in Covington, Kentucky, seeks individuals for a customer service role, assisting 401(k) participants through calls and engagement. The position provides extensive training and requires no finance background. Applicants must demonstrate strong client relationship skills and the ability to work in a hybrid environment. This role offers various benefits, including tuition reimbursement and health insurance.