VP, Regional Account Executive- 401K Sales

Job Description:

Job Title: Vice President, Regional Account Executive- 401K Sales

The Role

The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity's 401(k) recordkeeping and workplace solutions through financial advisors, third‑party administrators (TPAs), and direct engagement with small business decision‑makers.

Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insight‑driven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity's market presence.

The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into long‑term partnerships while guiding retirement plan strategy using Fidelity's integrated platform and tools.

ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. WESTLAKE, TX AND COVINGTON, KY LOCATIONS WOULD BE HYBRID

• Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
• Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
• Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy.
• Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution.
• Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
• Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
• Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution.
• Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
• Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning.
• Proven success in consultative sales, financial services, or benefits‑related industries.
• Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.
• Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.
• Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.
• Thrives in a fast‑paced, collaborative, performance‑driven environment.
• FINRA Series 7 and Series 63 required.
• Study time provided to obtain required licenses within two months of hire.