Pros: medical and dental benefits, reward program
Cons: short breaks, short lunch, long hours, mandatory ot, strict schedule adherence
The typical day at Fidelity Investments involves: identifying retirement and income needs, providing reasonable guidance based on the suitability information gathered in the transaction, demonstrating how features and benefits match the client’s needs, researching and resolve customer complaints to ensure customer satisfaction and retention, and facilitating – more... timely, accurate and efficient transactions.
In my role I have developed the following skill-sets: proficient client interaction and communication, time management, and a detailed understanding of the financial markets.
There is a strong sense of collaboration and teamwork amongst co-workers. We celebrate eachother's successes within and outside of the workplace.
The hardest part of this position is the stress. You have to pass the series 7. 63, and insurance exams to be able to work within this position. As most jobs within Fidelity, this is a phone position. Individuals must work 8 hours a day minimum, with two 15 minute breaks, and a 30 minute lunch. Each day the schedule is alloted for you and you have schedule and other efficiency metrics, such as IE, AHT, Leads, etc to maintain your job. It is a stressful atmosphere.
The most enjoyable part of working at Fidelity are the benefits. The company is know for its health benefits and reward program. – less