Job Description:
Job Title: VP, Retirement Director- 401K Sales
Note: Fidelity will not provide immigration sponsorship for this position
The Role
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 and Skills You Bring
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.
Strongly prefer field sales and territory management experience.
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.
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.
The Team
Responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity’s 401K Solutions, education and services. 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.
The base salary range for this position is $100,000 - $120,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.