Financial Services Representative - Carmel, IN
Soteria Reinsurance Ltd.
**Financial Services Representative**Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.**What to expect...**In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.* **Obtain Licenses:** Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.* **Build and Solidify Skills:** You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.* **Discover Success:** You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.**Advantages of our career development experience...*** **You are supported.** We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.* **You are celebrated**. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.* **You are growing.** From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.* **You get variety.** You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.**The expertise we’re looking for...*** High energy and enthusiasm with a natural passion for helping people* Flexibility and self-motivation* Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment**The Skills You Bring*** Eagerness to learn and build a career in financial services* Ability to deliver an outstanding customer experience* Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once* Coachability, collaboration and curiosity will fuel your success**Our Investments in You**Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAFidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer. #J-18808-Ljbffr Soteria Reinsurance Ltd.
- Financial Services Representative Join our team as a Financial Services Representative where you’ll focus on growth and career development while supporting customers over inbound calls and preparing to be the official face of Fidelity in our Investor Centers. You’ll receive...SuggestedFull timeWork at office1 day per week
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...Financial Services Representative World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- Entry Level Financial Services Representative (Flexible and Remote) 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. The position is fully remote, ideal for stay-at-home career seekers or those looking to add another...Remote jobFull timePart timeWork at office10 hours per weekFlexible hours
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...helping people and your drive to make a difference. Our service team plays a vital role in guiding clients toward their goals... ...others and your eagerness to learn and grow. As a Financial Services Representative, you'll be the trusted voice on the other end of the line...Work at officeRemote workMonday to FridayShift workNight shiftDay shiftAfternoon shiftWeekday work- Fidelity Investments in Carmel, IN is hiring a Financial Services Representative to support customers on inbound calls, answer questions about balances, transfers, withdrawals, and to help clients prepare for trades. You'll split time between working from home four days...Remote jobWork from home
$16.25 - $22.75 per hour
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$20.67 - $31.25 per hour
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$34k - $50k
...Responsive Recruiter As a Customer Service Representative - State Farm Agent Team Member with Shawn... ...customers with their insurance and financial services needs, including Auto Insurance... .... Our office is located in Carmel, IN. Responsibilities Answer...Work at office- ...is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise... ..., volunteering, and 28‑day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building...
$87.4k - $131k
Overview Sr. Investment Accounting and Finance Analyst - HYBRID (Carmel, IN) This range is provided by 40|86 Advisors. Your actual pay... ...prepare deliverables to support both internal and external financial reporting and audit needs. The Senior is also responsible for identifying...Full timeTemporary workWork experience placementWork at office- AlerStallings in Carmel, Indiana is seeking a dedicated professional for a client-facing role in financial services. This position requires a minimum of three years in new-client sales, where accountability and problem-solving are essential. Additionally, we offer a guaranteed...
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