Fidelity Investments
Financial Services Representative - Fulltime
July 2022 - November 2022
Responsibilities
- Engaged with participants with an empathetic, informative manner.
- Practiced active listening and clarifying questioning in order to narrow down a participant's underlying needs.
- Educated and explained the details within client plans and broke down options available to participants regarding their 401k finances.
- De-escalated calls which were emotionally charged and maintained a professional, understanding demeanor when conversations couldn't be immediately refocused.