National Planning Consultant Multiple Locations
National Planning Consultant Multiple Locations-Fidelity Investments
Job Description:
This role is available remotely in anywhere in the United States.
The Planning & Guidance Desk provides a centralized, cross-business sales, planning and guidance tool methodology and sales support to all of PWI financial representatives in order to broaden and deepen representatives' knowledge of Fidelity's planning and guidance tool offering including financial planning solutions and improved interaction skills resulting in increased sales opportunities in the market. The team works with the branch, phone and workplace management leadership to ensure overall success. The team supports over 3,000 Personal Workplace Investing (PWI) associates and will act as a resource and provide education and sales training through individual and group coaching sessions and meetings. The team provides planning & guidance subject matter expertise at all levels of the organization, consult with the leadership teams and exhibit proactive sales strategies that lead to increased revenue through their aligned region.
Personal Workplace Investing (PWI) is increasingly relying on value added planning and guidance to deepen our customers' relationships by helping them develop actionable plans to help achieve their financial goals. Fidelity's planning and guidance tools are part of the underlying platform that enables this important offering, which is seeing increased demand as boomers approaching retiremEstimated Salary: $20 to $28 per hour based on qualifications.
Job Description:
This role is available remotely in anywhere in the United States.
The Planning & Guidance Desk provides a centralized, cross-business sales, planning and guidance tool methodology and sales support to all of PWI financial representatives in order to broaden and deepen representatives' knowledge of Fidelity's planning and guidance tool offering including financial planning solutions and improved interaction skills resulting in increased sales opportunities in the market. The team works with the branch, phone and workplace management leadership to ensure overall success. The team supports over 3,000 Personal Workplace Investing (PWI) associates and will act as a resource and provide education and sales training through individual and group coaching sessions and meetings. The team provides planning & guidance subject matter expertise at all levels of the organization, consult with the leadership teams and exhibit proactive sales strategies that lead to increased revenue through their aligned region.
Personal Workplace Investing (PWI) is increasingly relying on value added planning and guidance to deepen our customers' relationships by helping them develop actionable plans to help achieve their financial goals. Fidelity's planning and guidance tools are part of the underlying platform that enables this important offering, which is seeing increased demand as boomers approaching retiremEstimated Salary: $20 to $28 per hour based on qualifications.
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