VP, Retirement Director- 401K Sales

Fidelity Investments

22d • $100,000 - $120,000 • Hybrid

About The Position

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. Fidelity’s Retirement Director (field based retirement plan wholesaler), will need to work collaboratively with an internal wholesaler and be responsible for developing, targeting and building a business plan for a specific territory. Prospects 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.

Requirements

• Bachelor's degree required.
• 8+ years of relevant sales experience, preferably within the Retirement market and working with Advisors/Investment Professionals.
• Series 7 and 63 licenses required.
• Requires extensive overnight travel, ability to work from home office when not traveling.
• Bring expertise and in depth knowledge of Fidelity and competitive products.
• Excellent time management and organizational skills.
• Excellent stand-up presentation, communication and listening skills.

Nice To Haves

• Strongly prefer field sales and territory management experience.

Responsibilities

• 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 IP's business.
• Liaison with internal groups to provide superior service, marketing and technology support, problem resolution.
• Collaborate with IP's to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data.

Benefits

• comprehensive health care coverage and 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 to develop your career

What This Job Offers

• Job Type: Full-time
• Career Level: Director