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2020-2022 Undergraduates, Workplace Planning Associate - Durham, NC
Fidelity Investments
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2020-2022 Undergraduates, Workplace Planning Associate - Durham, NC

Fidelity Investments

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Details
Posted:
May 6, 2022
Location:
Durham, North Carolina
Salary:
Open
Type:
Full Time
Job Description:

Have you recently graduated or will be graduating in 2022 from college and looking to explore a sales career with an industry leader? Are you a highly innovative, upbeat, self-motivated individual who thrives in a collaborative, fast paced, and customer focused environment? If yes, please consider joining Fidelity Investments' sales teams where you will become part of a team that is committed to cultivating and developing your career in financial services.

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens customers' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

Relocation assistance may be available for those who meet eligibility requirements.

The Expertise We're Looking For
  • Outstanding customer relations experience
  • Sales experience is a plus
  • FINRA Series 7 OR ability to acquire series 7 upon hire
  • High degree of motivation and able to work collaboratively
  • Knowledge of a consultative relationship process helpful
The Purpose of Your Role
As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice. Engaging inactive and active 401(k) participants to introduce them to our services, guiding them through all their available options. You'll connect with our clients to build effective relationships through calling and engaging warm leads as well as taking inbound calls.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide customers with the best guidance - and to get the results you are striving toward.

The Skills You Bring
  • An understanding of a sales process, including customer calling and working with warm leads
  • Active listening and time-management skills
  • Being coachable, collaborative, and curious are your "go to" attributes

Internal Number: 14780585
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