responsible for meeting/exceeding sales goals
developing new and maintaining existing client relationships with Investment Professionals in a defined territory
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

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

comprehensive health care coverage
emotional well-being support
market-leading retirement
generous paid time off
parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

VP, Retirement Director – 401K Sales

Key skills