6 inside sales associate jobs found in Westlake

Fidelity Investments Job Description: The Role Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with employer calculations and additional testing and Regulatory knowledge and experiences. Educating clients regarding their special testing (General Test, Benefits Rights and Features Test, Average Benefit Test) results Leading the testing service team to find solutions when complex issues or errors arise. Assist in setting proper expectations for new clients (sales) and plan sponsor contacts Building the confidence of clients in Fidelity's services by offering solutions to test failures The Expertise and Skills You Bring Bachelor's Degree Required 5+ years of Defined Contribution client service experience required including consultation, ability to lead through escalated issues, provide sales support and assist in implementing...

Fidelity Investments Job Description: Onboarding and Implementation Manager Note: Fidelity is not providing immigration sponsorship for this position The Role Fidelity Private Shares is seeking an energetic, analytical individual to join our client services team as an Onboarding and Implementation Manager. In this role, you will be the first touchpoint for our customers after they've signed on. Your job is to bring their onboarding journey to life-making it simple, engaging, and impactful. You'll play a huge role in shaping their first impression of FPS and setting the client up for long-term success. You will also work cross-functionally with Sales, Product, and Development teams to identify opportunities to optimize the onboarding process. Primary responsibilities include: End-to-end implementation - Manage and execute new client implementations of Fidelity Private Shares from start to finish, reviewing and organizing their legacy equity management data for...

Fidelity Investments Job Description: Fidelity's Healthcare Group has launched a new Medicare business that will provide our customers with tools and advice to help them select and purchase quality Medicare coverage. As an early member of this new and innovative team, you will have the opportunity to help build and grow a business that could impact millions of Americans! Our Medicare Specialists are licensed health insurance professionals who have a passion for helping people navigate sophisticated decisions. They meet with our customers over the phone to assess their healthcare needs and recommend appropriate Medicare coverage. They are empathetic sales professionals and are key to helping our customers live expertly in retirement and beyond. You will help our customers navigate the complexity of Medicare and drive new revenue to the firm through the sale of commissionable Medicare insurance plans from reputable partner insurance carriers. You will have exciting engagements...

Fidelity Investments Job Description: Client Service Manager Note: Fidelity is not providing immigration sponsorship for this position The Role Fidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. In this role, you will deliver exceptional assistance to our customers with the highest level of quality in both product knowledge and communication skills. The primary responsibility of this role is supporting users of the Fidelity Private Shares (FPS) platform-through inbound support tickets, our self-help library, and other educational materials. Primary responsibilities include: Engage with customers to resolve issues that come through as support tickets to our team Partner with Customer Success, Sales, Product and Engineering to diagnose and solve problems Craft well written, tailored communications to help customers resolve their issues Serve as a trusted advisor with an open,...

Fidelity Investments Job Description: Vice President, Planning & Engagement The Role The Vice President of Planning & Engagement partners with Fidelity's largest Strategic Plan Sponsors to develop and implement advice/guidance programs to improve engagement with their participants. This highly transparent and strategic role works across the Workplace and Personal Investing businesses and supports a wide array of solutions we can deliver to plan participants. As part of the overall client service team for a book of clients, you will consult with your clients, the Plan Sponsors, on how best to position Fidelity's participant engagement solutions to their participants. You will build and implement strategies crafted to engage participants with the right solution, at the right time and through the right channel. And you will support Personalized Planning & Advice, our premium advice solution for plan participants. The trust you help build with your clients...

Fidelity Investments Job Description: The Role Do you find fulfillment in helping others succeed? Are you interested in joining a dynamic team focused on increasing associate knowledge and skills, driving culture and impacting broader organizational goals? In partnership with the Fidelity Intermediary Investment Client Group Sales Team, this role is essential in identifying and deploying learning solutions to help build a stronger sales team. You will lead and facilitate onboarding programs, reinforcement trainings, sales process trainings, technology releases, product launches etc. Industry knowledge & investment sophistication will be critical as you will train our distribution organization to sell and market a full range of investment products and services to financial advisors in the advisor marketplace. You will also be responsible for reinforcement training of existing knowledge and skills in addition to acting as a subject matter expert on curriculum topics and...