VP, Regional Account Executive – 401K Sales

🕒 July 14

🏄 California, Texas – Remote

🏄 California – Remote 🤠 Texas – Remote

💵 $65k - $75k / year

⏰ Full Time

🔴 Lead

🧑‍💼 Account Executive

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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