Job Description

Job Description:

Love to spend time crafting deeper positive relationships? The Regional Account Executive (RAE) is passionate about collaborating with advisors and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs!

As a RAE, you are the primary point of engagement for advisors and small business decision makers in the Northern California and Nevada territory. You will partner your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.

The Team

Fidelity Workplace Investing Sales is a collaborative, competitive, and fast paced environment. The RAE is an important part of our selling team and responsible for selling Fidelity s 401k Recordkeeping Platform and Multi-Product Solutions through financial advisors and directly with plan sponsors. You will have responsibility for developing, targeting and executing a business plan for a specific territory. Your work plays a vital role in growing profitable long-term relationships.

The Expertise You Have

• Established experience and success in consulting, sales or the financial service industry.\u00A0
• We require a Series 7 & 63 and will allow study time to obtain within 2 months of hire.\u00A0

The Skills You Bring

• You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting,\u00A0 and territory management.
• A real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around it.
• Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals.
• You thrive in fast paced and team-oriented environment with a dedication to constant self-improvement.

The Value You Deliver

• Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships.
• Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options.
• Leading by example and demonstrating organized preparation and effective follow up skills.
• Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business.
• Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory.
• Utilize communication and presentation skills to deliver Fidelity s marketing campaigns and business building insights to the marketplace to improve brand awareness and drive demand generation

The base salary range for this position is $55,000 - $75,000 per year. \u00A0

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. \u00A0\u00A0

We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. \u00A0These 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. \u00A0Note, the application window closes when the position is filled or unposted.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. 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 all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

accommodations@fmr.com

.

Fidelity TalentSource LLC

Job Tags

Work experience placement, Work from home, Flexible hours, Shift work,

Similar Jobs