Sara Sullivan

Experience

• 

  Fidelity Investments

  Apr 1999 - now

  I have the privilege of working with our Large Market institutional clients and represent one of Fidelity’s emerging product offerings - Student Debt Repayment Programs. I am responsible for providing sales and subject matter support to new and existing clients interested in Fidelity's Student Debt products along with consultation and analytics that drive decisions. Worked with internal sales partners and external advisors/consultants to showcase Fidelity's holistic employee benefit experience to plan sponsors in sales finals and retention opportunities. Responsible for developing strategies and communication plans to enhance the employee experience. Led internal and external business partners in efforts to enhance and improve client retirement plan benefits as they transitioned to the Fidelity recordkeeping platform. Responsible for the end-to-end implementation process to ensure accuracy, timeliness and client satisfaction. Managed a team of Customer Service Associates servicing both 401(k) and pension customers where I was responsible for the coaching, development, risk management and assurance of my associates. Supervised a team of Customer Service Associates aiding in the responsibilities of associate coaching, motivation and moral. Serviced incoming calls from 401(k) customers providing information, education and processed transactions with 100% accuracy.

  • VP, Student Debt Account Executive

    May 2022 - now

  • VP, Communication Consulting

    Sept 2012 - May 2022

  • Senior Implementation Project Manager

    Sept 2007 - Sept 2012

  • Customer Service Team Manager

    Sept 2005 - Sept 2007

  • Senior Customer Service Associate/Customer Service Associate

    Apr 1999 - Sept 2005