Scott Jacques Email & Phone Number

I help Fidelity's 401(k) clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution & HSA plan communications and pursuing opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings.

o Design, develop, deliver, and assess high-quality learning content across WI, HC & APS as part of an Agile squado Collaborate with key leadership, SMEs, and stakeholders to develop and implement professional learning goals and plans

o Facilitated new-hire training for DC, DB, H&W, & Workplace Planning Fidelity employeeso Created and developed materials to simplify and clarify difficult concepts for new hires

Raleigh-Durham, North Carolina Area

o Used a consultative approach to convey investing principles while identifying areas of needo Built lifelong customer Fidelity relationships through rapport and positive interactionso Consistent top-tier customer survey results and KPI metricso Utilized planning tools to help participants prepare for retirement

Raleigh-Durham, North Carolina Area

o Assisted employees with enrollment in their employer retirement planso Consistent team leader in survey scores and sales numberso Detailed and organized book of businesso Receptive to coachingo Put in time and effort to fine tune line of questioning and best practiceo Skilled at aligning to customer’s approach o Sought out opportunities to acquire new knowledge and skills

Raleigh-Durham, North Carolina Area

o Provided accurate and efficient customer service on 401(k) accountso Held team leadership role in the implementation of new tools o Strived to become a better associate through researching areas of uncertainty in free timeo Worked to lower the level of effort for customers

Apex, Nc

o Collaborated with grade level teammates and administrators o Communicated with parents to convey concerns and determine solutions o Worked with students and parents of different cultures and backgroundso Displayed professional conduct within a team-oriented, trusting, and friendly atmosphereo Integrated technology into lessonso Served as member of School Improvement Team and Data Collection Teamo Served students as Chess Club creator/coach and Student Council Supervisor

Cary, Nc

o Implemented self-created lessons while adjusting to meet student’s needso Participated in year-long literacy coaching sessionso Managed the classroom by implementing a fair and supportive environment