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TEM Retirement Planner Associate - Westlake, TX (Wichita Falls) - (Wichita Falls) in Wichita Falls, Texas For Sale

Type: Sales, For Sale - Private.

Job Description: Purpose/ Objective The TEM Retirement Planner Associate is a part of an outbound calling team focused on engaging our Tax Exempt participants in conversations to help educate toward making appropriate investment solutions. The Retirement Planner Associate is the front line in Fidelity's Participant Engagement group by engaging clients to build effective relationships with Fidelity through calling and working TEM leads. Major Responsibilities * Drive customer relationships and loyalty through outbound calls to warm leads and identifying how Fidelity can meet their needs. * Effectively build rapport and open up the conversation through profiling and utilizing consultative skills with client interactions . * Learn book management skills and effectively managing leads through lead utilization. * Set up targeted appointments for phone and field consultant to address client needs related to products and services Problem Solving * Identified needs through consultant with the participant * Selects and presents clients with potential solutions driving the next step of an appointment with a Planning & Guidance Consultant (PGC) Qualifications: Education & Experience * Minimum of 1 year of customer service experience * Series 7 & Series 63 required Skills/ Knowledge * Proven lead production and sales experience preferred * Superior customer interaction skills * Knowledge of the Fidelity guidance, product & service offerings * Ability to balance collaboration and team support in a competitive sales environment * Self-motivated with proven ability to work independently and ability to prioritize and complete work assignments daily Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want- from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients' money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit . For information about working at Fidelity, visit . Fidelity Investments is an equal opportunity employer.
Source: http://www.juju.com/jad/xxxxxxxxvwnv08?partnerid=af0exxxx314cbc501beebacaxxxx739d&exported=True&channel=staticfile&hosted_timestamp=xxxxa345f27ac5dcxxxx226fxxxxa6ffbf2ae9dxxxxxxxx4d703dbb17c906ce5

State: Texas  City: Wichita Falls  Category: Sales
Sales in Texas for sale

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