Retirement Planner - Phoenix, AZ
Phoenixonsite
Posted 2 days ago · via Workday
About this role
Job Description: This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Phoenix, AZ area. The Expertise We’re Looking For Series 7 & Series 63 licenses required, 66 preferred Series 66 required within 90 days of hire 2+ years of experience in a customer service or sales role preferred Knowledge of tax exempt retirement products and services highly desirable Previous phone center experience preferred Demonstrated ability to deliver exceptional customer results The Purpose of Your Role Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Phoenix. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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