You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies.You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets.You’ll be responsible for exceeding assigned targets and driving both Personal & Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants.Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars.Your exceptional presentation skills in virtual, one-on-one and group settings.Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants.Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning.You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal & Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. Proven track record in generating sales and managing relationships with high net worth clientsĪs a Director, Retirement Planner at the Regional Center, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners.
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