Virtual Education Consultant - West Coast at Fidelity Investments

Job Description
As a Virtual Education Consultant, you’re at the forefront of Fidelity’s strategy to Inspire Better Futures for our retirement plan participants. You’ll be engaging audiences in an interactive online environment which provides that inspiration.

The Expertise We’re Looking For

• College degree preferred
• Series 7, 63 and 66 (or equivalent 63/65 combination) required
• Prior customer service or phone experience required
• WebEx and Brainshark experience preferred
• Familiarity with Fidelity’s products, services and online tools is desirable

The Purpose of Your Role

As a Virtual Education Consultant, you will be creating, preparing and delivering live and on-demand online workshops for our Personal Workplace Investments clients and participants. Your workshop topics include, but are not limited to the following: Retirement, Transition or Corporate Actions, Integrated Benefits, Non-Qualified Plans, Health Service Accounts, and Pre-Retirement workshops. You’ll be partnering with internal business partners to coordinate activities associated with the electronic channel to ensure they are consistent with those delivered on-site by Fidelity Associates in the field.

The Skills You Bring

• Your proven presentation, meeting management and communication skills
• Superb interpersonal and customer interaction skills
• Excellent organization and time management abilities
• Product and vendor management experience
• Your experience or strong interest in online education

The Value You Deliver

• Today’s workforce is increasingly spread out in many physical locations separated by 100's of yards to 100's of miles making it challenging for the employees to gather in a central physical location. The Virtual Education Consultant creates an education experience in a convenient central virtual environment where these retirement plan participants can efficiently engage in improving their financial plans.

How Your Work Impacts the Organization

The efficiency gained through the virtual environment couples cost savings with important motivation for retirement plan participants to take positive actions that are critical to their future financial success. These positive outcomes, such as forming new crossover personal investment relationships, help Inspire Better Futures for our customers and build Fidelity’s AUM, each directly impacting the future financial success.