VP, Regional Account Executive – 401K Sales

🕒 il y a 21 jours

🏄 California, Texas – Distant

🏄 California – Remote 🤠 Texas – Remote

💵 $65 000 - $75 000 / an

⏰ Temps Plein

🔴 Expert

🧑‍💼 Ingénieur d'affaires

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Fidelity Investments

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1946

💸 Finance

🤝 B2B

👥 B2C

💰 €2 000 000 Series unknown en 2024-03

Finance • B2B • B2C

Fidelity Investments est une société américaine de services financiers diversifiés à l'échelle mondiale, dédiée à aider les clients individuels et institutionnels à atteindre leurs objectifs financiers. L'entreprise est renommée pour sa gestion d'investissements (y compris les fonds communs de placement et la gestion d'actifs), ses services de retraite et de gestion de patrimoine, ses plateformes de courtage et de trading, ainsi que ses services aux clients institutionnels. Fidelity propose des produits orientés vers les consommateurs pour les investisseurs particuliers ainsi que des services B2B pour les employeurs, conseillers et institutions; le texte fourni sur le site mentionne également les pratiques standard de confidentialité/cookies sur le web et des restrictions d'utilisation transfrontalières.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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