Kellee Neves

• Deliver high-touch service by actively listening to client needs and providing tailored investment guidance for 401(k) plans.

• Educate clients on retirement strategies, asset allocation, and holistic financial wellness.

• Identify high-value leads and schedule planning appointments with branch partners, deepening client relationships and driving flows to retail.

• Execute investment transactions including rollovers, rebalancing, withdrawals, and deferral elections.

• Manage complex cases and conduct research to resolve client inquiries with professionalism and care.

• Proactively reach out to clients, uncovering unspoken needs and delivering value through strategic referrals to Investment Advisors.

• Engaged with active and inactive 401(k) participants to introduce Fidelity’s services and guide them through available options.

• Built rapport through outbound and inbound calls, connecting clients to Fidelity’s planning culture and digital tools.

• Scheduled targeted appointments with business partners to address investment needs and deepen engagement.

• Applied consultative sales techniques and time management to exceed performance metrics.

• Assessed risk and underwriting for new business portfolios through investigative problem-solving.

• Served as escalation point for high-risk cases and exceeded sales quotas.

• Mentored new hires and contributed to onboarding and training development.

• Audited 60+ cases daily with a focus on accuracy and compliance.

• Identified trends and recommended process improvements to leadership.

• Trained and mentored new hires; utilized Salesforce, Tableau, and Microsoft Suite.

• Led daily operations, deployed team members effectively, and maintained inventory.

• Built strong customer relationships through personalized service and attention to detail.

• Supported store manager with audits, cash handling, and team development.