VP, Retirement Director - 401K Sales

Vice President, Retirement Director

The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory.

The Expertise We're Looking For:

• 8+ years of relevant sales experience, preferably within the Retirement market and working with Investment Professionals/Employers.
• Series 7 and 63 licenses required.

The Purpose of Our Role:

Fidelity's Retirement Director (field-based retirement plan specialist), will need to work collaboratively with an internal partner to develop, target and build a business plan for a specific territory. Prospective clients are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants.

The Skills We Bring:

• The position may require overnight travel.
• Strongly prefer field sales and territory management experience.
• We will bring expertise and in depth knowledge of Fidelity and our comprehensive benefit offering.
• You have excellent time management and interpersonal skills.
• Excellent stand-up presentation, communication and listening skills.

The Value We Deliver:

• Consistent travel throughout territory to generate new sales and proposal activity.
• Increase number of Investment Professionals doing business with Fidelity Investments.
• Maintain and document sales activity to ensure production levels.
• Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.
• Sponsor and participate in client seminars and events to increase an Investment Professional's business.
• Work with internal partners to provide clients with outstanding service, marketing support, and issue resolution.
• Offer Investment Professionals our retirement plan expertise to help build their business through prospecting and lead generation ideas, industry trends, and insightful competitive data.

How Our Work Impacts the Organization:

We are responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity's 401(k) solutions, education and services.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Sales