Job Description:

You will help address large DB plan sponsor Actuarial and Enterprise and DCNQ needs with our comprehensive solutions. Our strategies include industry leading DB Actuarial, coordinated Investment and supporting Administration Services including DB and DCNQ. The leader will collaborate across organizations to optimize our effort. Large Actuarial relationships represent an attractive long-term growth opportunity for Fidelity.  Further, sustaining and continuing to promote Fidelity’s position as the market leader in the DCNQ space is of paramount importance and you will need to apply your sales skills to this domain as well.

The Team

The sales leader will work with Fidelity Workplace Consulting, Relationship Management, existing DC client and non-client DB plan sponsors, Sales and Consultant Relations to grow the business. Fidelity’s combination of services represents an outstanding value proposition to plan sponsors in a multifaceted DB and DCNQ markets.

The Expertise You Have

• Bachelor’s degree
• 15+ years WI Sales experience across multiple products, including direct sales through sophisticated deals to large organizations.
• Relationship Management and Sales experience (ideally, both as an individual contributor and leader) with an ability to navigate a matrixed organization, influence business leaders / partners and product development, bringing forward tailored solutions
• Sales discipline and strong pipeline management skills
• Expertise mentoring senior and developmental talent to address business development efforts
•  A consultative and strategic sales mindset and a willingness to collaborate across Fidelity Workplace Consulting to leverage strategic approaches with your sales approach
• Working with leadership to drive a multi-year strategy and effort

The Skills You Bring

• Senior institutional sales professional with outstanding prospecting, presentation and closing skills.
• Experience working on sophisticated sales opportunities.
• Crafting and implement processes to ensure accurate CRM data, activity-based coverage,
• Prospecting systems for yourself and others and senior relationships selling strategies.
• Leading cross-functional and organizational sales efforts.
• Thinking creatively and innovatively about sponsor needs, product / service development, coordinated marketing efforts and effective sales positioning / presentations.
•  Ability to understand DB and DCNQ products/ technical specifics, including Actuarial, related Investment (LDI, other) and supporting Administrative services.
•  Participating as part of multi-product combination sales efforts (DB Actuarial, DB / DC Administration).
• Others respond successful to your influence, mentorship and process design / execution.
• Prospecting and selling skills, instilling confidence and capability in associates without extensive sales strengths or experience.
• Sales discipline and pipeline management skills

The Value You Deliver

• Collaborating with Consultants, Actuaries, Relationship Managers, and other Sales Account Executives to identify viable prospects and build new opportunities;
• Engaging sponsors directly (including activity-based prospecting of external prospects) and close deals.
• Working with Actuarial leads and assigned actuaries to identify and target opportunities.
• Mentoring and developing new business development capabilities, process and organization among Actuaries
• Maintaining detailed understanding of the technical aspects of Defined Benefit Actuarial and positions Fidelity’s product in an effective manner.
• Working with external DB Consultants (including Actuarial SMEs) to promote Fidelity’s capabilities.
• Delivering presentations and materials describing product features, concepts and process in a language that is significant to the client audience.
• Efficiently documents activity and ensures clean and accurate data is collected in CRM to successfully lead sales process.

The base salary range for this position is $125,000 - $150,000 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.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Sales