RetirementPlanner

## ## Job Description: **This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Phoenix, AZ area.** The **Expertise** We’re Looking For * Series 7 & Series 63 licenses required, **66 preferred** * Series 66 required within 90 days of hire * 2+ years of experience in a customer service or sales role preferred * Knowledge of tax exempt retirement products and services highly desirable * Previous phone center experience preferred * Demonstrated ability to deliver exceptional customer results The **Purpose** of Your Role Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions. The **Skills** You Bring * Your comprehensive understanding of the current market, economy, & economic trends * Your robust consultative, influencing and communication skills * Proven capability to be proactive and demonstrate initiative * Strong time management and prioritization skills * Your receptiveness to feedback and willingness to adapt to change **Note: Fidelity is not providing immigration sponsorship for this position** The **Value** You Deliver * Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy * Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs * Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan * Leverage guidance offering and