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Regional Consultant - VA

Company: Fidelity Investments
Location: Lynchburg
Posted on: November 10, 2019

Job Description:

As a RegionalConsultant, you're a market-level resource dedicated to providing PersonalInvestments' representation in Workplace strategic initiatives and increasingmarket share by driving efforts to increase rollover and crossover netflows. -The -Purpose -ofYour RoleAs a RegionalConsultant(RC), you work directly with plan sponsor contacts, client HRrepresentatives, and internal Fidelity partners to drive greater participantengagement and plan sponsor advocacy for local clients and within an assignedbook of business. This book of business is comprised of high opportunitycorporate retirement plan clients with national locations. You will serve as akey liaison between the client and internal business partners to create aclient needs-based strategy and ensure Fidelity's overall ongoing success. Inaddition, the RC provides financial advice to 401(k) participants throughface-to-face meetings including one on ones, workshops, help desk sessions,benefits fairs, and lunch and learns for regional clients. The RC strives toensure participants are prepared to make better decisions regarding theirpersonal finances while ensuring industry leading customer satisfaction resultsare achieved.
The -Expertise -We'reLooking ForBA or BS. MBA is preferredSeries 7, 63 & 66 as well as State Insurance Licenses are required -CRPC or CFP required (may be earned after hire)10 years minimum financial services industry experience; institutional and plan advocacy experience preferred -The -Skills -You Bring--- Strong institutionaland retail product knowledge
--- Executive presence and confidence to present a point of view to senior leveldecision makers
--- Ability to think on your own, possess an entrepreneurial spirit, try newthings, and build your territory -
--- Strong public speaking skills and ability to engage an audience
--- Demonstrated consultative and influencing skills
--- Proactive time management and organizational skills
--- Strong preparation skills and attention to detail
--- Ability to work independently in a remote locationThe -Value -YouDeliver--- Collaboratinginternally and coordinating national client engagement across multiplelocations for an assigned book of retirement plan clients
--- Building a working relationship with assigned plan sponsors. This includesunderstanding the organizational culture, participants' needs, and the nuancesof each company's structure to be aware of any benefit changes, which couldaffect the participant's financial well-being
--- Collaborating on a cohesive data-based strategy and presenting it to seniorplan sponsor management
--- Developing local efforts and implementing national initiatives to growbusiness through customer contact, workshops, lead generation and localbranding
--- Responsible for business development goals at the plan sponsor level and theparticipant level. Customer satisfaction, lead generation and number ofparticipants engaged/ taking action are success measures
--- Communicating, planning and coordinating with internal partners to insure thebest possible outcomes for the plan sponsor and their participants
--- Deliver high quality face-to-face employee meetings for retirement planparticipants including: retirement education meetings, one on ones, benefitfairs and help desksTravel -
Yes, up to 75% of thetime. - -May require traveloutside of territory to cover plan sponsor headquarter locations and businessplanning meetings.How Your Work -Impacts -theOrganizationYou're tasked withcreating awareness around retirement readiness and influencing our customers totake action to improve their personal retirement situation. You're providingvalue to Fidelity in a variety of ways to include, increasing cash flow throughincreasing deferrals, and driving crossover customers that create Personal& Workplace Investment flows. -Company OverviewAt Fidelity, we arefocused on making our financial expertise broadly accessible and effective inhelping people live the lives they want. We are a privately held company thatplaces a high degree of value in creating and nurturing a work environment thatattracts the best talent and reflects our commitment to our associates. We areproud of our diverse and inclusive workplace where we respect and value ourassociate for their unique perspectives and experiences. For information aboutworking at Fidelity, visit FidelityCareers.com.Fidelity Investments isan equal opportunity employer.

Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Retail Sales Representative, Accounts Receivable Clerk, and Accounts Payable Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Lynchburg , Regional Consultant - VA, Professions , Lynchburg, Virginia

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