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Fidelity Insurance Jobs in Connecticut (NOW HIRING)

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Fidelity Insurance information

See Connecticut salary details

$22.4K

$56.2K

$92.8K

How much do fidelity insurance jobs pay per year?

As of Sep 5, 2026, the average yearly pay for fidelity insurance in Connecticut is $56,216.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $73,700.00 per year, depending on experience, location, and employer.

What is a fidelity insurance?

A Fidelity Insurance job typically involves assessing, underwriting, and managing policies that protect businesses against losses due to employee dishonesty, fraud, or theft. Professionals in this role evaluate risks, set policy terms, and process claims related to financial misconduct. They may work for insurance companies, brokerage firms, or corporate risk management teams. Strong analytical skills and an understanding of financial risks are essential for success in this field.

What are the typical daily responsibilities of someone working in a fidelity insurance position?

Professionals in fidelity insurance typically spend their days evaluating applications for insurance coverage, analyzing financial documents to assess risk, and determining appropriate policy terms for clients. They often review and process claims related to employee dishonesty or fraud, collaborate with clients and agents to resolve complex cases, and ensure accurate documentation and compliance with regulatory standards. In addition, they may conduct periodic policy reviews and participate in meetings with underwriters, legal teams, and risk assessors. This role is a dynamic mix of technical analysis, problem-solving, and direct client interaction.

What are the key skills and qualifications needed to thrive in the fidelity insurance position, and why are they important?

To thrive in a fidelity insurance role, you need a solid understanding of risk assessment, financial analysis, underwriting, and knowledge of commercial insurance policies, generally supported by a degree in finance, business, or a related field. Familiarity with industry-standard underwriting software, claims management systems, and, in some cases, relevant certifications like CPCU (Chartered Property Casualty Underwriter) is highly beneficial. Strong analytical thinking, attention to detail, and effective communication skills help professionals excel in client interactions and collaborative tasks. These competencies are crucial for accurately evaluating risk exposures, maintaining strong client relationships, and ensuring ethical, compliant insurance practices.

What are popular job titles related to Fidelity Insurance jobs in Connecticut?

For Fidelity Insurance jobs in Connecticut, the most frequently searched job titles are:

Infographic showing various Fidelity Insurance job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 19% Part Time, 2% Temporary, and 5% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $56,216 per year, or $27 per hour.

Financial Representative - New Haven, CT

Fidelity Investments

New Haven, CT • On-site

Full-time

Posted 23 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services


Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.

The Expertise and Skills You Bring
  • Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
  • Experience in banking, insurance, or financial services is a plus
  • Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
  • Superb interpersonal skills and passion to engage with clients
  • The ability to assess client needs and find opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Embraces feedback, fosters collaboration, and approaches challenges with curiosity
The Team

As a key member of the team, you will provide daily support to Fidelity's most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Fidelity'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:Category:Customer Service

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.


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