Fidelity Investments
Durham, UK
Job Description: This role is designed for someone who enjoys being involved in the pursuit of new logo Workplace Solution clients in a fast-paced and unpredictable environment. If you’re energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you. The Team This Product & Service Consultant role is part of Sales Operations in the Workplace Investing Sales organization. This role will serve prospective clients in our Tax-Exempt market. The Sales, Optimization, Acceleration, and Retention (SOAR) group is crafted to work collaboratively with the Sales Account Executives to provide information to prospective clients in an effort to win new business. The Expertise You Have Bachelor’s degree required Series 63 and 7 required for this position (can be acquired in the role) Defined contribution, Defined benefit knowledge including service model, processes, and platform knowledge...