Fidelity Investments
Phoenix, AZ, USA
Job Description:
This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Phoenix, AZ area.
Put your expertise in retirement planning to work every day
The Expertise \u00A0We re Looking For Series 7 & Series 63 licenses required 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 \u00A0of 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 \u00A0You Bring Your comprehensive...