BoulderRecruiter Since 2001
the smart solution for Boulder jobs

Workplace Planning Associate - Greenwood Village, CO

Company: Fidelity Investments
Location: Parker
Posted on: March 26, 2020

Job Description:

Job Description: We believe your natural tenacity unlocks new opportunities.We believe your communication skill opens customers------ minds.We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity.The Expertise We------re Looking For

  • Superior customer relations skills and experience, sales experience is a plus
  • FINRA Series 7 (or ability to obtain within 90 days; thereafter pursue 66)
  • High degree of motivation and able to work collaborative environment
  • Understanding of a consultative relationship process preferred, including customer calling and working with warm leads
  • Excellent listening and time management skills
  • The desire to learn and grow in our industryThe Purpose of Your RoleAs part of Workplace Planning and Advice outbound call team, you------ll be engaging inactive and active 401(k) participants to introduce them to our outstanding services, guiding them through all their available options. You will engage our clients to build effective relationships through calling and engaging warm leads. Our top quality training resources will ensure you have all the answers you need to provide customers with expert guidance ------ and to get the results you are striving for.The Skills You Bring
    • An understanding of a sales process, including customer calling and working with warm leads
    • Your excellent listening and time management skills
    • The desire to learn and grow in our industryThe Value You Deliver
      • Introducing 401(k) participants to business partners to have appropriate Investment Solutions conversations
      • Building rapport and opening up the conversation with Fidelity clients through profiling and utilizing consultative skills with client interactions
      • Learn book management skills and effectively managing leads through lead utilization.
      • Set up targeted appointments to address client needs related to products and services.How Your Work Impacts the OrganizationThe Workplace Planning Associate is part of Fidelity------s Workplace Planning and Advice group. The Workplace Planning and Advice group operates within our Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. A career at Fidelity means you------ll be the one who will personally work with them to help achieve their dreams- whether that------s saving for college, for retirement, for a big vacation, or anything else. This is an important responsibility and that------s why we------ll surround you with amazing, supportive people and all the tools you need.Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Certifications: Series 07 - FINRA Category: Sales We welcome those with experience in jobs such as Regional Sales Manager, Shift Leader, and Account Executive and others in the Sales to apply.

Keywords: Fidelity Investments, Boulder , Workplace Planning Associate - Greenwood Village, CO, Other , Parker, Colorado

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Registered Client Associate - Wealth Brokerage Services
Description: Job DescriptionImportant Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application for (more...)
Company: Wells Fargo Bank
Location: Littleton
Posted on: 04/2/2020

Deliver with Uber on your schedule
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Parker
Posted on: 04/2/2020

Deliver Food with Uber Eats
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Littleton
Posted on: 04/2/2020


Now hiring stockers!
Description: Now Hiring for Various Retail Positions Right now, a lot of stores need extra hands, thanks to the surge of business in response to COVID-19. If you---re interested in working during these trying times, (more...)
Company: Adia
Location: Parker
Posted on: 04/2/2020

Nanny (Find jobs starting at $16/hour)
Description: Do you love working with kids Are you looking for a fulfilling way to make great money and improve the lives of those around you Become a
Company: Care.com
Location: Littleton
Posted on: 04/2/2020

Flexible Schedule - Deliver with Uber
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Littleton
Posted on: 04/2/2020

Flexible Schedule - Deliver with Uber Eats
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Parker
Posted on: 04/2/2020

Sign up to Drive with Uber
Description: Drive with Uber and earn money anytime it works for you. Driving is an easy way to earn extra, and it s totally flexible around your schedule. You decide when and how much you drive.What you need to know: (more...)
Company: Uber Driver Partners
Location: Parker
Posted on: 04/2/2020

Registered Client Associate - Wealth Brokerage Services
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application (more...)
Company: Wells Fargo Bank
Location: Littleton
Posted on: 04/2/2020

Hospitalist
Description: Welcome to Centura Health Welcome to the largest health ecosystem in Colorado and western Kansas. Welcome to living your mission among thousands of people on fire to live theirs too. Welcome to options, (more...)
Company: Centura Health
Location: Parker
Posted on: 04/2/2020

Log In or Create An Account

Get the latest Colorado jobs by following @recnetCO on Twitter!

Boulder RSS job feeds