VP, Regional Account Executive- 401K Sales

About the role

The successful candidate will drive growth of Fidelity's 401(k) recordkeeping and workplace solutions business throughout New York State (excluding New York City and Long Island).

Responsibilities

• Drive new business growth by building and leveraging a network of financial advisors and third party administrators (TPAs) to identify opportunities and connect clients with Fidelity's retirement plan solutions.
• Serve as a strategic resource on retirement plan solutions, providing a consultative sales experience for advisors, TPAs, and small business owners that helps improve client outcomes and expand Fidelity's presence in the market.

Requirements

• Your expertise includes a proven track record in consultative sales, financial services, or benefit-related industries.
• Preferred qualifications include: Experience selling through intermediaries such as financial advisors, TPAs, and consultants; Demonstrated success uncovering client needs and delivering tailored retirement and financial wellness solutions; Proven ability to build and execute territory business plans, including market segmentation, pipeline development, and coverage strategy; Experience developing referral networks and driving business growth through financial advisors and other key influencers; Strong relationship-building skills with the ability to earn trust and influence decision-makers; Ability to thrive in a fast-paced, collaborative, results-oriented environment; Knowledge of 401(k) recordkeeping, administration, investments, and employee benefits; FINRA Series 7 and 63 licenses, or the ability to obtain them upon hire.

Qualifications

Commensurate with experience.

Skills

Not specified.

Benefits

Comprehensive health care coverage, 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.

Pay

The base salary range for this position is $65,000 - $75,000 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.

Schedule

Fully remote roles only.