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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 Aug 7, 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 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 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 popular job titles related to Fidelity Insurance jobs in Connecticut? For Fidelity Insurance jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Fidelity Insurance jobs in Connecticut look for? The top searched job categories for Fidelity Insurance jobs in Connecticut are:
Fidelity Insurance jobs near you
Infographic showing various Fidelity Insurance job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 19% Part Time, 3% Temporary, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $56,216 per year, or $27 per hour.

Financial Services Representative - New Haven, CT

Fidelity Investments

New Haven, CT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect...
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
  • Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.

  • Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.

  • Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

Advantages of our career development experience...
  • You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role.

  • You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.

  • You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

  • You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day.

The expertise we're looking for...
  • High energy and enthusiasm with a natural passion for helping people

  • Flexibility and self-motivation

  • Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment

The Skills You Bring
  • Eagerness to learn and build a career in financial services

  • Ability to deliver an outstanding customer experience

  • Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once

  • Coachability, collaboration and curiosity will fuel your success

Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA
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:
Series 07 - FINRA, Series 66 - FINRA
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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