Job Description
Job Description:
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.
The base salary range for this position is $75,000 - $100,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
SalesJob Description:
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.
The base salary range for this position is $75,000 - $100,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
SalesAbout Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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