You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will ...
You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will ...
Licensed Insurance Producer
Warwick, RI · On-site
$43K - $90K/yr
Warm leads/NO cold calling- Inbound (Outbound calls only for Follow up) * Sell personal insurance products via inbound phone and email * Follow up with clients to complete sales * Maintain licensing ...
Quick apply
Licensed Insurance Producer
Warwick, RI · On-site
$43K - $90K/yr
Warm leads/NO cold calling- Inbound (Outbound calls only for Follow up) * Sell personal insurance products via inbound phone and email * Follow up with clients to complete sales * Maintain licensing ...
Fulfillment Operations Specialist
Lincoln, RI · On-site
$18 - $20/hr
Mid-shift, an inbound truck arrives; you help receive the load, verify counts, and place items in the right locations so everything is easy to find. Throughout the day, you'll move materials where ...
New
Quick apply
Fulfillment Operations Specialist
Lincoln, RI · On-site
$18 - $20/hr
Mid-shift, an inbound truck arrives; you help receive the load, verify counts, and place items in the right locations so everything is easy to find. Throughout the day, you'll move materials where ...
New
Logistics and Supply Technician V
Newport, RI · On-site
$19 - $24.25/hr
Receive, inspect, store, and account for inbound/outbound supplies, ensuring zero discrepancies and strict lifecycle management of government-furnished equipment. Warehouse Operations: Oversee ...
Logistics and Supply Technician V
Newport, RI · On-site
$19 - $24.25/hr
Receive, inspect, store, and account for inbound/outbound supplies, ensuring zero discrepancies and strict lifecycle management of government-furnished equipment. Warehouse Operations: Oversee ...
Telephone Banker
Lincoln, RI · On-site
$22 - $24/hr
Telephone Banker - ACS Call Center (Inbound) Payrate: * / hr No. of Positions: 14 Positions Location: Lincoln, RI (Onsite) Employment Type: Full-Time, Permanent Training Start Date: Monday, November ...
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Telephone Banker
Lincoln, RI · On-site
$22 - $24/hr
Telephone Banker - ACS Call Center (Inbound) Payrate: * / hr No. of Positions: 14 Positions Location: Lincoln, RI (Onsite) Employment Type: Full-Time, Permanent Training Start Date: Monday, November ...
GM and Food (General Merchandise, Closing, Fulfillment, Inbound, Food and Beverage ) (T1188)
Warwick, RI · On-site
$17/hr
The General Merchandise and Food Sales team leads inbound, outbound, replenishment, and promotional signing processes for all General Merchandise (GM) areas of the store. This team conducts inventory ...
GM and Food (General Merchandise, Closing, Fulfillment, Inbound, Food and Beverage ) (T1188)
Warwick, RI · On-site
$17/hr
The General Merchandise and Food Sales team leads inbound, outbound, replenishment, and promotional signing processes for all General Merchandise (GM) areas of the store. This team conducts inventory ...
GM and Food (General Merchandise, Closing, Fulfillment, Inbound, Food and Beverage ) (T1188)
Warwick, RI · On-site
$17/hr
The General Merchandise and Food Sales team leads inbound, outbound, replenishment, and promotional signing processes for all General Merchandise (GM) areas of the store. This team conducts inventory ...
GM and Food (General Merchandise, Closing, Fulfillment, Inbound, Food and Beverage ) (T1188)
Warwick, RI · On-site
$17/hr
The General Merchandise and Food Sales team leads inbound, outbound, replenishment, and promotional signing processes for all General Merchandise (GM) areas of the store. This team conducts inventory ...
Sales Representative
Warwick, RI · On-site
This key team member will be responsible for managing inbound and outbound calls, contacting potential customers, and booking group, private, and corporate events. The ideal candidate is passionate ...
Sales Representative
Warwick, RI · On-site
This key team member will be responsible for managing inbound and outbound calls, contacting potential customers, and booking group, private, and corporate events. The ideal candidate is passionate ...
Off load all inbound freight and maintains written documentation of the transactions. Verify accuracy of inbound freight bills and signs for the materials. Post receipt or movement of any product to ...
Quick apply
Off load all inbound freight and maintains written documentation of the transactions. Verify accuracy of inbound freight bills and signs for the materials. Post receipt or movement of any product to ...
Environmental Technician II
$20 - $22/hr
Collecting samples of inbound waste for compatibility * Unload bulk liquid trucks to proper tank * Resolve and report issues with inbound loads * Operate hi-lo and end loaders in a safe manner * Have ...
Environmental Technician II
$20 - $22/hr
Collecting samples of inbound waste for compatibility * Unload bulk liquid trucks to proper tank * Resolve and report issues with inbound loads * Operate hi-lo and end loaders in a safe manner * Have ...
Inside Sales Insurance Specialist
Cranston, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Inside Sales Insurance Specialist
Cranston, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Inside Sales Insurance Specialist
Pawtucket, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Inside Sales Insurance Specialist
Pawtucket, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
GM and Food (General Merchandise, Closing, Fulfillment, Inbound, Food and Beverage , Starbucks) (T24
Warwick, RI · On-site
$17/hr
The General Merchandise and Food Sales team leads inbound, outbound, replenishment, and promotional signing processes for all General Merchandise (GM) areas of the store. This team conducts inventory ...
GM and Food (General Merchandise, Closing, Fulfillment, Inbound, Food and Beverage , Starbucks) (T24
Warwick, RI · On-site
$17/hr
The General Merchandise and Food Sales team leads inbound, outbound, replenishment, and promotional signing processes for all General Merchandise (GM) areas of the store. This team conducts inventory ...
Inside Sales Insurance Specialist
Cranston, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Inside Sales Insurance Specialist
Cranston, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Environmental Technician II
Providence, RI · On-site
$20 - $22/hr
Collecting samples of inbound waste for compatibility * Unload bulk liquid trucks to proper tank * Resolve and report issues with inbound loads * Operate hi-lo and end loaders in a safe manner * Have ...
Environmental Technician II
Providence, RI · On-site
$20 - $22/hr
Collecting samples of inbound waste for compatibility * Unload bulk liquid trucks to proper tank * Resolve and report issues with inbound loads * Operate hi-lo and end loaders in a safe manner * Have ...
Inside Sales Insurance Specialist
Warwick, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Inside Sales Insurance Specialist
Warwick, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Inside Sales Insurance Specialist
Pawtucket, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Inside Sales Insurance Specialist
Pawtucket, RI · Remote
$50K - $60K/yr
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Quick apply
While leads are provided, this is not an inbound or appointment-setting role . Consistent outbound activity is the primary driver of success in this position. About AMBA AMBA partners with public ...
Sales Associate
Smithfield, RI · On-site
$12.50/hr
Your primary responsibility will be to answer inbound calls, promote and sell the full suite of Mosquito Squad services, with a focus on our 21-day barrier treatment program. While working a flexible ...
Sales Associate
Smithfield, RI · On-site
$12.50/hr
Your primary responsibility will be to answer inbound calls, promote and sell the full suite of Mosquito Squad services, with a focus on our 21-day barrier treatment program. While working a flexible ...
Environmental Technician II
Providence, RI · On-site
$24/hr
Collecting samples of inbound waste for compatibility * Unload bulk liquid trucks to proper tank * Resolve and report issues with inbound loads * Operate hi-lo and end loaders in a safe manner * Have ...
Environmental Technician II
Providence, RI · On-site
$24/hr
Collecting samples of inbound waste for compatibility * Unload bulk liquid trucks to proper tank * Resolve and report issues with inbound loads * Operate hi-lo and end loaders in a safe manner * Have ...
Inbound information
See Rhode Island salary details
$9.89 - $11.32
4% of jobs
$11.32 - $12.76
10% of jobs
$13.74 is the 25th percentile. Wages below this are outliers.
$12.76 - $14.19
16% of jobs
The median wage is $15.45 / hr.
$14.19 - $15.62
23% of jobs
$15.62 - $17.06
17% of jobs
$17.48 is the 75th percentile. Wages above this are outliers.
$17.06 - $18.49
17% of jobs
$18.49 - $19.92
4% of jobs
$19.92 - $21.36
6% of jobs
$21.36 - $22.79
1% of jobs
$22.79 - $24.23
0% of jobs
$24.23 - $25.66
1% of jobs
$9
$16
$25
How much do inbound jobs pay per hour?
What is the difference between Inbound vs Outbound Customer Service Representative?
| Aspect | Inbound Customer Service Representative | Outbound Customer Service Representative |
|---|---|---|
| Primary Role | Handles incoming customer inquiries, support, and service requests | Contacts customers proactively for sales, follow-ups, or surveys |
| Work Environment | Call centers, support centers, or online chat platforms | Sales teams, telemarketing, or outreach departments |
| Common Credentials | Customer service certifications, communication skills | Sales training, communication skills |
| Employer Usage | Customer support departments across industries | Sales and marketing departments in various industries |
Inbound Customer Service Representatives primarily handle incoming customer inquiries and support, focusing on resolving issues and providing assistance. Outbound Representatives proactively contact customers for sales, follow-ups, or surveys. While both roles require strong communication skills, inbound roles emphasize support and problem-solving, whereas outbound roles focus on sales and outreach activities.
What are the key skills and qualifications needed to thrive as an inbound customer service representative?
What are some common challenges faced by inbound customer service representatives, and how can they effectively address them?

Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 6 days ago
Fidelity Investments rating
8.7
Based on 271 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
- As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
- Guide clients using Fidelity's planning tools, research, and investment solutions.
- Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
- Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
- Discuss market trends, investment concepts, and financial planning strategies.
- Manage and prioritize your day using Salesforce and internal systems.
Skills & Expertise
- Strong client relationship and consultative experience.
- Experience with inbound/outbound warm leads and customer engagement.
- Interest or knowledge in financial services and retirement planning.
- Strong communication, technology, and time-management skills.
- Ability and flexibility to work in a "hybrid" work setting, both at home and in office.
- Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Licensing & Development
- Paid support to obtain SIE, Series 7, and Series 66.
- Tuition reimbursement available for future credentials.
Our Investments in You
Our benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
- Click here for a local news story about how we are helping our employees pay back their student loan debt (opens in a new tab)
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:
Sales
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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