Workplace Benefit Consultant- Multi Product Sales - Westlake, United States - Fidelity TalentSource LLC

Description

Job Description:

Responsible for helping improve client relationships by working collaboratively to assess their business needs and offering creative solutions through Fidelity s Workplace Investing Multi-Product Service offerings The ideal candidate is passionate about helping our clients and their employees fulfill all their financial wellness and retirement needs.

The Role

The Workplace Benefits Consultant (WBC) will be responsible for helping to identify and develop multi-product sales opportunities within our existing 401(k) client base in collaboration with our WI Relationship Management teams. The DWS will work collaboratively with 401(k) segment level Managing Directors (MDs) to identify potential lead generation and business development opportunities in the Health Savings Accounts, Student Debt, Workplace Giving, Managed Accounts, H&W and Defined Benefits product areas.

The Expertise You Have

• Process-oriented mind-set combined with a multifaceted and flexible operating style
• Love of relationship development, problem solving and learning
• Series 7 & 63 licenses need to be acquired upon accepting the role
• Previous retirement, relationship management and/or sales experience a plus

The Skills You Bring

• Creative problem solving with an ability to combine analytical and critical thinking
• Agility and flexibility the ability to reconcile conflicting demands and pivot as needed to seize opportunities
• Outstanding listening & interpersonal skills that develop trust with clients, business partners, and team members
• Curiosity about people, business, economics, and our product solutions

The Value You Deliver

• Serving our Workplace Investing clients in ways that support their ability to grow and provide excellent experiences for their employees
• Collaborating with business partners across Fidelity to advance Fidelity s brand and operating quality
• An in-depth knowledge of the sales process, working with internal customers to optimally support the distribution of multi-product solutions
• Positive relationship and leadership skills in order to optimally partner with Relationship Management, Sales, Personal Investing, and Consultant Relations
• Subject matter expertise to navigate the sales process including lead generation and pipeline management

The Team

The WBC role is instrumental in the development and deepening of client relationships and promoting our multi-product adoption strategy.

At Fidelity, we are passionate about 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 Fidelity Investments is an equal opportunity employer.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. \u00A0Please email us at

or call , prompt 2, option 2 if you would like to request an accommodation.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelitys working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

, or by calling , prompt 2, option 3.