Retirement Director, 401K Sales

Chicago, IL
September 14 2017
The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory.

The Expertise We're Looking For

  • 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.
The Purpose of Your Role

Fidelity's Retirement Director (field based retirement plan wholesaler), will need to work collaboratively with an internal wholesaler and be responsible for developing, targeting and building a business plan for a specific territory. Prospects are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants.   The Skills You Bring

  • You will position requires extensive overnight travel, ability to work from home office when not traveling.
  • Strongly prefer field sales and territory management experience.
  • You will bring expertise and in depth knowledge of Fidelity and competitive products.
  • You have excellent time management and organizational skills.
  • Excellent stand-up presentation, communication and listening skills.
The Value You Deliver

  • Extensive travel throughout territory to generate new sales and proposal activity.
  • 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.
  • Consult with IP's to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data.
How Your Work Impacts the Organization

You are responsible for maximizing client relationships by assessing their business needs and offering creative solutions through Fidelity's 401K Solutions, education and services.


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