Job Description: We have a new opportunity for a Remote Licensed Retirement Planner in the Greater Metro Las Vegas area! The position is remote and requires that you reside in the Greater Las Vegas area (within 90 miles). We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients over the phone. The Expertise We’re Looking For - FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon 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. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions. The Skills You Bring - Your comprehensive understanding of the current market, economy, & economic trends - Your robust consultative, influencing and communication skills - Proven capability to be proactive and demonstrate initiative - Strong time management and prioritization skills - Your receptiveness to feedback and willingness to adapt to change Note: Fidelity is not providing immigration sponsorship for this position The Value You Deliver - Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy - Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs - Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan - Leverage guidance offering and appropriate tools to assist customers with their retirement readiness - Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets - Understanding and articulating Fidelity Viewpoints to provide general education to clients - Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate How Your Work Impacts the Organization The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows. COMPANY OVERVIEW At Fidelity, we are focused on 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. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please 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.

• Engage with prospective customers across Spanish-speaking markets • Utilize strong verbal and written communication skills • Exhibit professionalism, patience, and courtesy while maintaining a positive attitude • Confidently handle objections • Collaborate with team members to drive sales results

• Present, promote and sell services over the phone and email • Analyze potential customers' needs • Demonstrate strong persuasion and objection handling skills • Continuously improve sales skills to attain quota and grow as sales professionals • Establish, develop, and maintain positive customer relationships.

• Own new-logo acquisition across a defined Mid-Market territory—build pipeline, run deals, and close. • Lead buyer-driven, value-based sales cycles with C-level, VP, and Director stakeholders. • Orchestrate AI-assisted prospecting to identify high-intent accounts and create net-new opportunities. • Translate workplace, facilities, and real estate challenges into clear, quantifiable business value. • Deliver sharp, compelling product demos that connect OfficeSpace capabilities to real-world outcomes. • Guide AI-generated proposals, pricing models, and forecasts—ensuring accuracy, clarity, and impact. • Negotiate contracts and commercial terms with confidence and discipline. • Maintain rigorous pipeline hygiene and forecasting using Salesforce and revenue intelligence tools. • Partner with Marketing and Business Development to accelerate deal velocity and improve win rates. • Share frontline market feedback to shape product strategy and go-to-market execution. • Consistently meet—and outperform—new logo revenue targets.