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Education Consultant

Company: Fidelity Investments
Location: Danville
Posted on: March 26, 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:SalesWe welcome those with experience in jobs such as Medical Sales Rep, Regional Sales Manager, and Franchise Executive and others in the Sales to apply.

Keywords: Fidelity Investments, Danville , Education Consultant, Education / Teaching , Danville, California

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