Internal Wholesaler- Retirement Services

Job Description:

Are you passionate about helping your team meet their sales goals? Fidelity investments is a leading provider of retirement plan solutions, dedicated to helping businesses and their employees achieve financial security. We are seeking a motivated and dynamic Internal Wholesaler to join our team and drive the sales (to corporations through financial advisors) of Fidelity's 401(K) Recordkeeping Platform and Multi-Product Solutions. Sales will focus on the "Core Market," i.e. small businesses with assets under administration (AUA) under $50 million.

The Role: The Internal Wholesaler will play a crucial role in supporting the promotion and sale (to corporations via financial advisors) of Fidelity's 401(K) Recordkeeping Platform and Multi-Product Solutions. This position involves building and maintaining relationships with advisors, providing product expertise, and providing administrative support to the external sales team (Retirement Directors) to achieve sales targets.

• Pipeline Management & Deal Advancement: Assist external wholesalers -- Retirement Directors (RDs) -- in developing strategies for advancing leads into opportunities and opportunities into new clients. Ensure that sales pipeline is prioritized, updated, and advanced appropriately. Participate actively in the development and successful execution of the territory business plan.
• Administrative Sales Assistance: Assist external wholesalers -- Retirement Directors (RDs) -- in facilitating communication, providing administrative support, and assisting with the overall sales process to build and maintain relationships with financial advisors. This role will also handle email correspondence, calendar management, coordinate travel arrangements, and track sales activities.
• Advisor Relationships: Maintain regular contact with financial advisors, answering inquiries, providing product information, initiate follow-up calls and serve as an accessible contact point for advisors when RDs are unavailable, or when difficulty is encountered in following up with Managing Directors (MDs)
• Product Expertise: Stay updated on the features and benefits of Fidelity's 401(K) Recordkeeping Platform and Multi-Product Solutions and communicate this information to advisors and clients upon request.
• Meeting Preparation & Follow-up: Assisting with meeting scheduling and preparation, gathering relevant information, and ensuring timely follow-up with financial advisors after meetings.
• Reporting Support: Maintain accurate records of sales activities, client interactions, and pipeline status in the Salesforce CRM system.

• Strong communication, presentation, and relationship-building skills
• Excellent organizational and time management skills: to handle multiple tasks, prioritize deadlines, and manage a busy workload
• Proven MS Office skills, including Word, Excel, and Outlook
• Proficiency in Salesforce CRM software is preferred.
• Desire to have a "Sales as a Destination" career with upward mobility in client facing sales roles
• Self-motivated
• Goal-oriented
• Creativity
• Able to work independently, as well as part of a team.

• Education: Bachelor's degree in Business, Finance, or a related field; or equivalent experience.
• Experience: Minimum of 2-4 years of experience in financial services, preferably in retirement plan sales or wholesaling.
• Licenses: FINRA Series 7 and Series 63 licenses required, or to be obtained within six months of being hired into position.