VP, Regional Account Executive- 401K Sales
About The Position
The Regional Account Executive (RAE) is passionate about collaborating with advisors, third party administrators and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs! As a RAE, you are the primary point of engagement for advisors, third party administrators and small business decision makers in the greater Chicago territory. You will partner your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.
Requirements
- Established experience and success in consulting, sales or the financial service industry
- Series 7 and 63 required (will allow study time to obtain within 2 months of hire)
- Excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management
- A real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around it
- Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals
- Thrive in fast paced and team-oriented environment with a dedication to constant self-improvement
Responsibilities
- Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships
- Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options
- Leading by example and demonstrating organized preparation and effective follow up skills
- Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business
- Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory
- Utilize communication and presentation skills to deliver Fidelity’s marketing campaigns and business building insights to the marketplace to improve brand awareness and drive demand generation
Benefits
- Ongoing training
- Pathways to further career development
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
