VP, Retirement Director- 401K Sales- MICHIGAN TERRITORY

Job Description:

The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in the state of Michigan and part of Indiana.

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 a Regional Account Executive (RAE) 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

• Requires extensive overnight travel, ability to work from home office when not traveling.
• Strongly prefer field sales and territory management experience.
• Bring expertise and in depth knowledge of Fidelity and competitive products.
• Excellent time management and organizational skills.
• Excellent stand-up presentation, communication and listening skills.

The Value You Deliver

• 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.
• Collaborate 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

Responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity's 401K Solutions, education and services.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected].