VP, Regional Account Executive- 401K Sales at Fidelity Investments

Covington, Kentucky, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Retirement Planning, Employee BenefitsIndustries

Requirements

Established experience and success in consulting, sales or the financial services industry
Series 7 & 63 certifications (will allow study time to obtain within 2 months of hire)
Excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management
Passion for problem-solving and complex planning with mental agility to evolve recommendations as client circumstances shift
Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry
Strong territory, project, and time management skills to achieve goals
Ability to thrive in a fast-paced, team-oriented environment with dedication to constant self-improvement
Ability to work remotely from Eastern Time Zone (associate may work remote)

Responsibilities

Serve as the primary point of engagement for advisors, third party administrators, and small business decision makers in the Mid Atlantic territory
Partner with aligned Retirement Director to provide thought leadership, build brand awareness, and improve client dedication with Financial Advisors using a consultative sales process
Execute a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships
Provide subject matter expertise on retirement benefits, integrated administration, and investment options
Lead by example, demonstrating organized preparation and effective follow-up skills
Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business
Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory
Utilize communication and presentation skills to deliver Fidelity’s marketing campaigns and business building insights to improve brand awareness and drive demand generation
Develop, target, and execute a business plan for a specific territory to sell Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions through financial advisors, third party administrators, and directly with plan sponsors

Skills

Sales

Consultative Selling

Rapport Building

Active Listening

Presentation Delivery

Territory Management

Strategic Prospecting

Financial Services

Employee Benefits

Series 7

Series 63

Relationship Management

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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