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What is a Fidelity Life job?

A Fidelity Life job typically refers to a position at Fidelity Life, an insurance company specializing in life insurance products. Employees may work in roles such as customer service, sales, underwriting, or claims processing. These jobs involve helping customers find suitable life insurance policies, managing policy applications, and providing support. Fidelity Life offers opportunities for career growth in the insurance industry.

What are the typical career advancement opportunities for a life insurance agent at Fidelity Life?

Life Insurance Agents at Fidelity Life often begin their careers handling individual client accounts and gradually move into roles with greater responsibility, such as senior agent, team lead, or sales management. Success in this position can also open paths toward broader financial services roles or specialized positions in underwriting and training. The company frequently provides ongoing training, mentorship programs, and performance-based incentives to support career growth. Agents with strong results and leadership qualities are regularly considered for advancement.

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

To thrive as a Life Insurance Agent at Fidelity Life, you need strong sales abilities, a solid understanding of life insurance products, and a valid state insurance license. Familiarity with customer relationship management (CRM) systems and underwriting software is often required. Exceptional interpersonal skills, active listening, and integrity help you build trust with clients and stand out in this role. These competencies are critical for providing clients with the right coverage while meeting sales targets in a highly regulated industry.

What are popular job titles related to Fidelity Life jobs in Washington?

For Fidelity Life jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Fidelity Life jobs in Washington look for?

The top searched job categories for Fidelity Life jobs in Washington are:

Fidelity Life jobs near you
Infographic showing various Fidelity Life job openings in Washington as of August 2026, with employment types broken down into 51% Full Time, and 49% Part Time. Highlights an 100% In-person job distribution.

Financial Consultant - Annapolis, MD

Fidelity Investments

Annapolis, MD • On-site

$60K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 17 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description

Job Description:

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

The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring
  • Proven success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Coachable, collaborative, and curious are key attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, takes initiative and exceeds customer expectations
  • Extensive knowledge of investment solutions
The Team

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.

Ourbenefit programsare 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.

The base salary range for this position is $60,000 - $75,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.


We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

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