Workplace Financial Consultant - Knoxville / Chattanooga, TN

Overview

Workplace Financial Consultant - Knoxville / Chattanooga, TN

This role requires you to live in the Greater Knoxville or Chattanooga, TN areas in order to service local client companies on their campuses in person 4-5 days a week.

Responsibilities

• Onboard new participants into workplace plans by educating on company match and savings and guiding investment strategy.
• Support consolidation inquiries by asking about prior workplace plans and outside investments and offering suitable solutions.
• Engage Tax Exempt Market retirement plan participants in needs-based analysis to identify solutions that will complement and support their retirement plan.
• Leverage guidance offerings and tools to assist retirement readiness.
• Apply consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets.
• Understand and articulate Fidelity Viewpoints to provide general education to clients.
• Identify opportunities for more complex guidance and partner with other Retirement Planner associates as appropriate.

Expertise / Qualifications

Skills

Value / Impact

Work context

The Regional Center Retirement Planner provides education and support for workplace participants; aims to raise retirement readiness and influence customers to take action. Contributes to Fidelity by increasing deferrals and cross-channel investment flows.

Certifications / Category

Category : Sales

Employment type

Full-time

Job function

Finance and Sales

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