Regional Sales Executive

Westlake, TX
August 20 2019
Love to spend time crafting deeper positive relationships? The Regional Sales Executive (RSE) 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 RSE, you are the primary point of engagement for advisors and small business decision makers in a geographical 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 RSE 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 and

· We require a Series 7 & 63 and will allow study time to obtain within 2 months of


The Skills You Bring

· You have excellent sales skills: rapport building, active listening, qualification

questioning, objection stabilizing, strong presentation delivery, strategic prospecting,

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


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

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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