VP, Regional Account Executive – 401K Sales

🔥 1 minute ago

🗽 New York – Remote

🗽 New York – 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

• drive growth of Fidelity's 401(k) recordkeeping and workplace solutions business throughout New York State • build and leverage a network of financial advisors and third party administrators (TPAs) • connect clients with Fidelity's retirement plan solutions • provide a consultative sales experience for advisors, TPAs, and small business owners • improve client outcomes and expand Fidelity's presence in the market

🎯 Requirements

• proven track record in consultative sales, financial services, or benefit-related industries • experience selling through intermediaries such as financial advisors, TPAs, and consultants • demonstrated success uncovering client needs and delivering tailored retirement and financial wellness solutions • proven ability to build and execute territory business plans, including market segmentation, pipeline development, and coverage strategy • experience developing referral networks • strong relationship-building skills • knowledge of 401(k) recordkeeping, administration, investments, and employee benefits • FINRA Series 7 and 63 licenses, or the ability to obtain them upon hire

🏖️ Benefits

• comprehensive health care coverage • 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