Director, Sales Product Consultant- Health & Welfare

Job Description:

Job Title: Director, Health and Welfare Sales Product Consultant

Note: Fidelity will not provide immigration sponsorship for this position

The Role

This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Welfare administration in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you'll excel here.

In the role of an H&W Sales Product Consultant (SPC), you will work closely with H&W Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Welfare clients of all sizes.

You will project manage the end-to-end sales process-from initial capabilities discussions, RFPs, pricing, follow ups and proposal development through final delivery meetings and contract handoff. SPCs develop the strategy to best position Fidelity's products and services, identify plan sponsor needs, and elevate prospect and client conversations.

Success in this role requires deep knowledge of Fidelity's Health offerings, strong relationship-building skills, and the ability to effectively collaborate across internal business partners and SMEs.

The Expertise And Skills You Bring

• Healthcare experience required (H&W, Voluntary Benefits, HSA and RA etc; multi-product experience preferred (DC, DB, NQ etc)
• Sales experience is preferred in some capacity
• Bachelor's degree required; MBA or advanced degree a plus
• Minimum 5 years of related product or industry experience; Fidelity experience is preferred
• Licensing is NOT required but permitted to obtain in role (Series 7 and 63) with support of selling the HSA product
• Travel: approximately 10-15%
• Proven sales and consultative skills to educate, position, and influence prospects and consultants
• Collaborates, influences, and builds positive relationships across sophisticated organizations
• Excellent written and verbal communication skills, including simplifying complex topics for diverse audiences
• Strong listening skills to uncover client and internal partner needs
• Ownership mentality with accountability for results
• Comfort leading multiple priorities with accuracy and speed in a multi-layered environment
• Lead and coordinate end-to-end sales and retention efforts, driving efficiency and adopting new technologies
• Own the full proposal process-needs assessment, drafting responses, multi-product integration, financial review, and final delivery
• Coordinate finals presentations and site visits, including agendas, speaker prep, logistics, and demos
• Engage proactively with partners to understand needs and expectations
• Apply deep product and market expertise to differentiate Fidelity's value proposition
• Influence outcomes while encouraging partnership and consensus
• Educate partners on client/prospect dynamics, mentor presenters, and provide actionable feedback