VP, Regional Account Executive – 401K Sales

This is a fully remote position, open to applicants in New York.

📋 Description

• Propel the growth of Fidelity's 401(k) recordkeeping and workplace solutions business across New York State.

• Establish and utilize a network of financial advisors and third-party administrators (TPAs).

• Link clients with Fidelity's retirement plan offerings.

• Deliver a consultative sales approach for advisors, TPAs, and small business owners.

• Enhance client outcomes and broaden Fidelity's market presence.

⛳️ Requirements

• Demonstrated history in consultative sales, financial services, or related benefit industries.

• Experience in selling through intermediaries such as financial advisors, TPAs, and consultants.

• Proven success in identifying client needs and providing customized retirement and financial wellness solutions.

• Established capability to create and implement territory business plans, including market segmentation, pipeline development, and coverage strategy.

• Experience in building referral networks.

• Excellent relationship-building abilities.

• Familiarity with 401(k) recordkeeping, administration, investments, and employee benefits.

• Possession of FINRA Series 7 and 63 licenses, or the willingness to obtain them upon hiring.

🏝️ Benefits

• Comprehensive health care coverage.

• Emotional well-being support.

• Market-leading retirement plans.

• Generous paid time off and parental leave.

• Charitable giving employee matching program.

• Educational assistance including student loan repayment, tuition reimbursement, and learning resources.