Regional Sales Coordinator - Westlake, Texas

**Regional Sales Coordinator

Westlake, Texas**
**Westlake , TX**
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**Job Description:**
If youre passionate about problem solving, supporting teammates and providing a world class experience, the role of the Regional Coordinator may be a great fit for you. As a Regional Coordinator, you are an integral part of our planning & guidance team and will provide assistance to our Retirement planners and broader management/leadership team.
The **Expertise** Were Looking For
* Bachelors degree preferred, but not required
* Knowledge of the Tax-Exempt Market
* Exposure to a lead management system
The **Purpose** of Your Role
As a Regional Coordinator, you will be a part of a national team of highly motivated and sales focused individuals, in a fast-paced environment. The Regional Coordinator will operational and administrative support to our inside Tax Exempt Sales Team, the Director and Vice President.
The **Skills** You Bring
* Proven relationship building skills
* Effective verbal and written communication skills
* Organization, time management and prioritization skills
The **Value** You Deliver
* Management of leads, as well as distribution of leads and reassignment via a lead management system
* Ongoing maintenance of various customer correspondences
* Partnership with other Regional Coordinators as well as Directors on an ongoing basis
* Support of the Central Reservation System (CRS)
* Ordering of office supplies, marketing literature and business cards when needed
How Your Work **Impacts** the Organization
The Regional Coordinators support our Retirement Planners and leadership team by onboarding new hires, supporting current team members and going helping to coordinate multiple activities. They constantly work with team members and internal business partners to provide the needed support so the end task can be accomplished. The Regional Coordinator is an integral part of the planning and guidance team so tasks are completed in an efficient and responsible manner.
As a Regional Sales Coordinator, you will be part of a national team of highly motivated and sales focused individuals, in a fast-paced environment. Fidelity Investments, Personal & Workplace Investing's Tax-Exempt Market (TEM) sells and services retirement plans for the non-profit and government market.
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**Certifications:**
Series 07

FINRA
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**Company Overview**
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: *to strengthen the financial well-being of our clients*. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
**Join Us**
At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to **Find Your Fidelity** at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change. As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.
Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.
*This is not a requirement to be vaccinated. It is a requirement to report vaccination status and, if vaccinated, provide proof.*
**Fidelity benefits that adapt to everything life sends your way**
**Benefits With You in Mind**
Benefits for your whole life

thats what youll find at Fidelity.
Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive

both in and outside of work.
**Family Programs**
* Adoption assistance
* Backup dependent care
* Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)
**Wellness Programs**
* Dependent care flexible spending (FSA)
* On-site health & wellness centers
* Nutritional counseling
* Fitness reimbursement programs
**Retirement Planning**
* 401(k): pre-tax and/or Roth
* Company-matching contributions (up to 7%)*
* Profit Sharing contributions**
**Health & Insurance**
* Medical coverage
* Dental & Vision coverage
* Disability Insurance
* HSA & FSA flexible spending accounts
**Education Benefits**
* Step Ahead student loan assistance

helping you pay down your loans so you can save on interest, with up to $10K in contributions
* Tuition reimbursement program
* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.
**Fidelity is invested in you**
**Committed to Professional Development**
At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelitys customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
**Licenses & Certifications**
* Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
* Tuition reimbursement for online or in-person course work in pursuit of new certifications.
**Continuing Education & Training**
* Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
* Video-based training for technology, leadership, management & more.
* Ongoing skills development and coaching opportunities.
* Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
* A range of talent development programs to support career mobility.
**Mentoring**
* Utilize the skills of experienced leaders to enrich your career.
* Dedicated mentors to help you grow into new areas of Fidelitys

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