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VP – Regional Account Executive

June 17, 2025June 17, 2025

VP – Regional Account Executive

CompanyFidelity Investments
LocationLong Island, New York, USA, Hartford, CT, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior, Expert or higher

Requirements

  • Established experience and success in consulting, sales or the financial service industry
  • We require a Series 7 & 63 and will allow study time to obtain within 2 months of hire
  • Excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management
  • Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals
  • Ability to thrive in fast paced and team-oriented environment with a dedication to constant self-improvement

Responsibilities

  • 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

Preferred Qualifications

    No preferred qualifications provided.


TaggedExpert or higherFidelity InvestmentsField SalesFinance & Operations & StrategySales & Account ManagementSenior

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