VP, Regional Account Executive – 401K Sales

🔥 0 minutes ago

🐎 Kentucky, Texas – Remote

🐎 Kentucky – Remote 🤠 Texas – Remote

⏰ Full Time

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Collaborate with advisors, third party administrators, and business owners to address financial wellness and retirement needs • Serve as the primary point of engagement for advisors, third party administrators, and small business decision makers in the greater Chicago territory • Partner with the aligned Retirement Director to provide thought leadership, build brand awareness, and improve client dedication • Use a consultative sales process to identify customer needs and cultivate relationships • Execute sales processes via phone and virtual meetings • Provide subject matter expertise on retirement benefits, integrated administration, and investment options • Develop, target, and execute a business plan for an assigned territory • Build and manage a pipeline of business with internal partners • Implement segmentation and client coverage models to strengthen relationships with Retirement Leaders • Deliver marketing campaigns and business-building insights to improve brand awareness and generate demand • Sell Fidelity’s 401(k) Recordkeeping Platform and Multi-Product Solutions through financial advisors, third party administrators, and directly with plan sponsors • Grow profitable, long-term relationships

🎯 Requirements

• Established experience and success in consulting, sales or the financial service industry • Series 7 and Series 63 required; study time allowed to obtain them within 2 months of hire • Excellent sales skills, including rapport building, active listening, qualification questioning, objection stabilizing, presentation delivery, strategic prospecting, and territory management • Passion for problem-solving and complex planning • Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry • Territory, project and time management skills • Ability to work in a fast-paced, team-oriented environment • Dedication to constant self-improvement • Must not require immigration sponsorship • Subject to restrictions related to certain criminal histories under applicable financial-services laws and regulations

🏖️ Benefits

• Ongoing training • Pathways to further career development