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Premium Relationship Associate - Salt Lake City, UT

Company: Fidelity Investments
Location: Salt Lake City
Posted on: March 8, 2018

Job Description:

Your natural tenacity unlocks new opportunities. Your communication skill opens customers minds.

The Expertise Were 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 collaboratively in a competitive sales environment
Understanding of a sales process preferred, including customer calling and working with warm leads
Excellent listening and time management skills
The desire to learn and grow in our industry

The Purpose of Your Role

As part of Fidelitys outbound call team, youll be engaging potential 401(k) customers and introducing them to our outstanding services, guiding them through all their available options and starting the sales process. You will be the front line in Fidelitys Retirement Investment Services group by engaging 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 industry
Your competitive nature and passion for results

The Value You Deliver

Educating 401k participants toward making appropriate Investment Solutions
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 Organization

The Premium Relationship Associate works under Fidelitys Retirement Investment Services group. The Retirement Investment Services group operates within our Personal Investing business unit. We are 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. Youll be the one who will personally work with them to help achieve their dreams- whether thats saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and thats why well 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. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Salt Lake City, Premium Relationship Associate - Salt Lake City, UT, Other, Salt Lake City, Utah

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