Education Consultant

Posted 3 months 27 days ago by Fidelity Investments

Not Specified
California, Hercules, United States, 94547
Job Description
Job Description: The Education Consultant role is one of the primary ?faces of Fidelity? when dealing with retirement plan participants, delivering onsite and web-based meetings on saving, spending, financial wellness and other topics.
The Team
The Advisor Education Consulting Team works with Fidelity plan sponsors and advisors to deliver high-impact, actionable presentations to employees in Fidelity?s 401k retirement plans.? The team also assists the Relationship Management, Implementation, Sales and Communications functions to provide a complete picture of Fidelity?s suite of educational offerings!
This position will be filled in either the San Francisco Bay area, Pacific Northwest, or Mountain states.
The Expertise You Have
  • Prior presentation experience strongly preferred
  • Series 7 and Series 63 licenses
  • Bilingual Spanish strongly preferred
    • Strong financial industry knowledge; financial industry experience preferred
  • Bachelor?s degree
The Skills You Bring
  • Self-motivated, flexible and able to use independent judgment.
  • Must be able to work well independently and in a team environment.
  • Excellent oral and written communication skills.
  • Ability to understand and explain technical information to a variety of audiences.
  • Excellent planning/organizational, time management skills.
  • Excellent presentation skills.
  • 75%+ travel, including overnight travel
The Value You Deliver
  • Deliver high quality in-person Employee Meetings, along with web-based meetings, representing Fidelity with the utmost professionalism.
  • Proactively work with Implementation and Relationship Management to collect all relevant details of the client needs and goals to prepare for an effective meeting.
  • Manage client expectations and effectively negotiate unique requests.
  • Provide accurate and complete reporting after completion of campaigns including event specifics, feedback and recommendations for improvements.
Certifications: Category: Sales
We welcome those with experience in jobs such as Area Sales Manager, Sales Manager, and Territory Sales Manager and others in the Sales to apply.
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