Advisor Annuity Planning Consultant

Job Description:

Advisor Annuity Planning Consultant

With your outstanding knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and an outstanding investment platform. Here, you will connect and build relationships with customers by bringing them peace of mind as you guide them through retirement planning and income strategies.

The Expertise We're Looking For

• FINRA Series 7 & 63 required prior to hire
• Series 66 (63/65) and Insurance Licenses highly preferred
• Five years financial services experience, with 3-5 years of sales experience
• A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!

The Purpose of Your Role

• Build & cultivate relationships with Fidelity internal RM's to educate them on Fidelity variable annuity offering "FPRA".
• Works with RIA's to help identify clients, provide analysis, and cost comparison to help see how our solution fits in their plan.
• Prospecting plan to identify new RIA firms and RIA's. Continual messaging & connection on a regular cadence.
• Growth the business through prospecting plan and execution.
• Facilitate 1035 process from end to end providing exceptional white glove service.
• Partner with FCCS (Fidelity Clearing & Custody Solutions) on process and client experience improvements.
• Collaborate with multiple business partners to address and resolve NIGOs while looking for trends.
• Take ownership of and resolve complex situations as well as service issues.
• Runs the business through practice management and process improvement.
• Subject matter expert on Fidelity's variable annuity offering as well as competitors.

The Skills You Bring

• Strong EQ skills and ability to build and cultivate relationships with internal Fidelity RM's.
• Possess excellent communication and organizational abilities allowing effective prioritization of decisions.
• Proficient in creative problem-solving and skilled in cross-functional collaboration within the organization.
• Experience in a team-oriented environment to promote awareness of the role and opportunities to identify clients.
• Has a good understanding and working knowledge of Fidelity's relationships and support of RIA model.
• Confident communicator, internally motivated, highly organized
• Ability to build and deliver presentations to groups as well as individuals.

The Value You Deliver

• Integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals.
• Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
• Developing existing, and new, relationships to retain and increase total assets and profitability.

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 crafting and nurturing a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category:

Sales

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.