The Expertise We’re Looking For

• FINRA Series 7, 66, 9/10 required prior to hire
• 3-5 Years Financial Services experience, workplace retirement plan experience preferred
• Sales management experience strongly preferred (or demonstrated experience and success in peer-to-peer coaching)
• Bachelor’s degree or equivalent experience
• Ability to travel 15% of the time is required

The Purpose of Your Role

The Director’s primary focus and accountability is to coach, develop and lead a team of licensed planners.  Individuals should be passionate about leading associates to deliver an outstanding participant experience that enables participants to achieve better outcomes while driving business results.

The Skills You Bring

• Your experience leading teams in sales or customer service
• Your ability to motivate associates to grow and stretch themselves
• Your ability to present and implement new ideas and execute flawlessly against organizational strategy
• Your coaching and development skills, presentation skills
• Your experience with regulatory and compliance practices and rules
• Your expertise with workplace plans and participant financial planning needs
• Your excellent verbal and written communication skills

The Value You Deliver

• Creating a culture where planners feel empowered to exceed customer expectations and retention goals through extraordinary quality, service, and efficiency.
• Coaching planners to ensure they are proficient in Consultative Selling Skills (CSS) and that they have extensive knowledge of Fidelity's workplace and retail retirement solutions.
• Partnering with Phone Leadership Peers, TEM Regional VP’s, Plan Sponsor Service Teams, and CAPS management to address trends and identify process improvement opportunities which enhance the customer experience and create efficiencies.
• Engaging with key business partners to maximize opportunity with plan sponsors and plan level events including face to face meetings as well as conference calls with plan sponsors.
• Developing and owning national initiatives to further improve the participant experience, enhance the associate experience and improve KPI’s including profitability.
• Maintaining and executing a strategic view of the role TEM Planning & Advice plays within PWI and with other business partners.