VP, Regional Account Executive – 401K Sales

🕒 Julho 14

🏄 California, Texas – Remoto

🏄 California – Remote 🤠 Texas – Remote

💵 $65.000 - $75.000 / ano

⏰ Tempo Integral

🔴 Especialista

🧑‍💼 Executivo de Contas

Candidatar-se

Encontrar Vagas Remotas Similares

Configurar Alerta de Email para Novas Vagas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Fidelity Investments

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1946

💸 Finanças

🤝 B2B

👥 B2C

💰 $2.000.000 Series unknown em 2024-03

Finance • B2B • B2C

A Fidelity Investments é uma empresa de serviços financeiros globalmente diversificada, sediada nos EUA, focada em ajudar clientes individuais e institucionais a alcançarem seus objetivos financeiros. A empresa é conhecida por sua gestão de investimentos (incluindo fundos mútuos e gestão de ativos), serviços de aposentadoria e gestão de patrimônio, plataformas de corretagem e negociação, e serviços para clientes institucionais. A Fidelity opera tanto produtos voltados para consumidores finais, como serviços B2B para empregadores, consultores e instituições; o texto do site também destaca práticas padrão de privacidade/cookies da web e restrições de uso transfronteiriço.

Descrição

• Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory. • Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions. • Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy. • Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution. • Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits. • Deliver compelling presentations and marketing insights to build brand awareness and generate demand. • Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution. • Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals. • Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning.

🎯 Requisitos

• Proven success in consultative sales, financial services, or benefits‑related industries. • Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred. • Ability to navigate complex planning conversations and adapt recommendations as client needs evolve. • Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets. • FINRA Series 7 and Series 63 required. Study time provided to obtain required licenses within two months of hire.

🏖️ Benefícios

• comprehensive health care coverage and emotional well-being support • market-leading retirement • generous paid time off and parental leave • charitable giving employee match program • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career