Job Description:Put your expertise in retirement planning to work every dayTheExpertiseWe’re Looking ForSeries 7 & Series 63 licenses required2+ years of experience in a customer service or sales role preferredKnowledge of tax exempt retirement products and services highly desirablePrevious phone center experience preferredDemonstrated ability to deliver exceptional customer resultsThePurposeof Your RoleRetirement 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.
Job Description:Put your expertise in retirement planning to work every dayTheExpertiseWe’re Looking For
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