VP, Retirement Director- 401K Sales

Job Description:

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.

The Expertise We're Looking For

• 8+ years of relevant sales experience, preferably within the Retirement market and working with Investment Professionals/Employers.
• Series 7 and 63 licenses required.

CANDIDATE MUST BE BASED IN METRO PITTSBURGH AREA

The Purpose of Our Role

Fidelity's Retirement Director (field-based retirement plan specialist), will need to work collaboratively with an internal partner to develop, target and build a business plan for a specific territory. Prospective clients 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.

The Skills We Bring

• The position may require overnight travel.
• Strongly prefer field sales and territory management experience.
• We will bring expertise and in depth knowledge of Fidelity and our comprehensive benefit offering.
• You have excellent time management and interpersonal skills.
• Excellent stand-up presentation, communication and listening skills.

The Value We Deliver

• Consistent travel throughout territory to generate new sales and proposal activity.
• 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 an Investment Professional's business.
• Work with internal partners to provide clients with outstanding service, marketing support, and issue resolution.
• Offer Investment Professionals our retirement plan expertise to help build their business through prospecting and lead generation ideas, industry trends, and insightful competitive data.

How Our Work Impacts the Organization

We are responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity's 401(k) solutions, education and services.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Sales
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.