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Stock Plan Consultant I - Multiple Locations

Company: Fidelity
Location: Covington
Posted on: June 10, 2019

Job Description:

As a Stock Plan Consultant, you will be engaging our stock plan participants on their equity compensation awards, including Restrict Stock Units and Restricted Stock Awards. Through in-bound and out-bound calls, you'll introduce participants to Fidelity's broad offering and excellent services helping to guide them through all their available options while engaging them in deeper conversations about their wealth planning needs.The TeamThe Stock Plan Consultant is part of Fidelity's Stock Plan Services organization. We are a leading provider of stock plan administration and service in the United States. Our goal is to help every employee improve the value of their equity compensation program while earning and protecting their trust. A career at Fidelity means you'll be the one who will personally work with participants to educate them about their awards, process transactions and consult with them to understand how else Fidelity can assist in achieving their goals. This is an important responsibility and that's why we'll surround you with amazing, supportive people and all the tools you'll need.The Expertise you have* A college degree (preferred)* Sales acumen with proven experience consulting with customers or clients* Effective phone and e-mail communication skills* FINRA Series 7 essential and 63 or 66 preferred, or ability to obtain* Comprehensive understanding of the financial services* Certified Equity Professional (CEP) preferredThe Skills You Bring* You have previous sales experience, preferably within financial services* You are passionate about influencing participant outcomes, you thrive with challenges and you adapt quickly to change* You have the ability to connect with participants while uncovering and addressing their financial needs* You have a strong process for profiling accounts quickly and identifying triggers to engage in deeper conversations* You are able to balance all components of the sales process from profiling and engaging warm opportunities to post conversation follow up and reporting* You have excellent interpersonal, communication and listening skills* You are passionate about engaging clients to appropriately present solutionsThe Value You Deliver* You build and expand participant relationships by identifying their needs and offering customized investment solutions* You build rapport and open the conversation with Fidelity participants through profiling and utilizing consultative skills* You leverage equity compensation expertise and consultative interaction skills to introduce plan participants to the full breadth of our products and services* You partner with others within the organization to drive additional businessCompany OverviewAt 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. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.

Keywords: Fidelity, Covington , Stock Plan Consultant I - Multiple Locations, Other , Covington, Kentucky

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