Retirement Business Specialist

Covington, KY
October 25 2018

Workplace Investing Sales is looking for a top notch sales associate. In this role you will be responsible for selling our Defined Contribution product to financial advisors. You will work both independently and with business partners to develop, target and build a business plan for a specific territory.


The Team

You will be responsible for developing relationships with financial intermediaries (Advisor Market), leading them into our complex sales process, acting as the initial contact, and subsequently being involved in multiple contacts through phone calls, and other marketing efforts, up to the point at which the prospect is willing to move forward.


The Expertise You Have

  • Bachelor's Degree.

  • Progress towards MBA or CFA a plus.

  • 1-3 years of financial services experience preferred.

  • FINRA Series 7 or 6 & 63 required (or attained within 60 days).

  • Retirement Designations i.e. CRPS, QPFC, AIF preferred.


The Skills You Bring

  • You bring a strong knowledge of the Financial Services Industry.

  • You have demonstrated Territory, Project and Time Management skills.

  • You have demonstrated Sales, Presentation and Negotiation skills.

  • You bring excellent written and verbal communication skills.

  • You have the ability to work independently in a fast paced Sales environment.

The Value You Deliver

  • Executing a needs-based consultative sales process with financial advisors to improve sales funnel yield and results.

  • Developing and executing an integrated territory-level business plan that incorporates all key broker dealer/wealth advisor field and phone partners to ensure organizational alignment.

  • Delivering coordinated and integrated marketing campaigns at the territory, firm, and/or advisor level.

  • Conducting conference calls and WebEx meetings with Advisors to deliver Fidelity's Thought Leadership and business building insights to the marketplace to improve brand awareness and drive demand generation.

  • Developing Advisor prospects from proactive phone calls and marketing efforts.

  • Creating and maintain relationships with Account Executives and other business partners in Territory.

  • Cultivating and strengthen business relationships with consultants and centers of influence (COI) in Territory.

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