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Education Consultant

Company: Fidelity Investments
Location: Castro Valley
Posted on: March 27, 2020

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 TeamThe 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 degreeThe 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 travelThe 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, Assistant Sales Manager, and Territory Sales Manager and others in the Sales to apply.

Keywords: Fidelity Investments, Castro Valley , Education Consultant, Education / Teaching , Castro Valley, California

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